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Coastline Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coastline Trust’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.69K Hold
125
– – ﹤0.01% 337
2026
Q2 		$3.81K Hold
125
– – ﹤0.01% 389
2026
Q1 		$3.79K Sell
125
-400
-76% -$12.5K ﹤0.01% 383
2025
Q4 		$16.3K Hold
525
– – ﹤0.01% 325
2025
Q3 		$16.6K Buy
525
+400
+320% +$12.6K ﹤0.01% 317
2025
Q2 		$3.83K Sell
125
-310
-71% -$9.33K ﹤0.01% 373
2025
Q1 		$13.4K Hold
435
– – ﹤0.01% 330
2024
Q4 		$13.7K Hold
435
– – ﹤0.01% 344
2024
Q3 		$14.5K Buy
+435
New +$14K ﹤0.01% 357
2023
Q4 		– Sell
-25,630
Closed -$773K – 266
2023
Q3 		$773K Sell
25,630
-22,370
-47% -$684K 0.11% 158
2023
Q2 		$1.48M Hold
48,000
– – 0.21% 115
2023
Q1 		$1.5M Sell
48,000
-600
-1% -$19.3K 0.22% 123
2022
Q4 		$1.48M Sell
48,600
-5,660
-10% -$176K 0.22% 129
2022
Q3 		$1.72M Sell
54,260
-8,469
-14% -$284K 0.27% 117
2022
Q2 		$2.06M Sell
62,729
-13,821
-18% -$468K 0.31% 111
2022
Q1 		$2.79M Sell
76,550
-3,265
-4% -$120K 0.34% 99
2021
Q4 		$3.15M Buy
79,815
+17,440
+28% +$678K 0.36% 97
2021
Q3 		$2.42M Buy
62,375
+6,020
+11% +$236K 0.3% 109
2021
Q2 		$2.22M Sell
56,355
-30
-0.1% -$1.16K 0.27% 130
2021
Q1 		$2.17M Buy
56,385
+13,510
+32% +$512K 0.28% 126
2020
Q4 		$1.65M Buy
42,875
+5,940
+16% +$222K 0.22% 149
2020
Q3 		$1.35M Buy
36,935
+13,310
+56% +$479K 0.2% 156
2020
Q2 		$818K Buy
23,625
+7,150
+43% +$244K 0.13% 197
2020
Q1 		$524K Sell
16,475
-435
-3% -$15.6K 0.09% 224
2019
Q4 		$635K Sell
16,910
-25
-0.1% -$933 0.09% 236
2019
Q3 		$636K Buy
16,935
+120
+0.7% +$4.46K 0.09% 232
2019
Q2 		$619K Sell
16,815
-1,950
-10% -$71.5K 0.09% 234
2019
Q1 		$685K Buy
18,765
+600
+3% +$21.6K 0.1% 226
2018
Q4 		$621K Sell
18,165
-29,330
-62% -$1.04M 0.11% 214
2018
Q3 		$1.76M Sell
47,495
-14,180
-23% -$532K 0.25% 134
2018
Q2 		$2.33M Sell
61,675
-30,587
-33% -$1.14M 0.35% 101
2018
Q1 		$3.47M Sell
92,262
-6,460
-7% -$242K 0.53% 59
2017
Q4 		$3.76M Sell
98,722
-10,590
-10% -$407K 0.57% 57
2017
Q3 		$4.24M Buy
109,312
+410
+0.4% +$16K 0.74% 32
2017
Q2 		$4.27M Buy
108,902
+5,090
+5% +$198K 0.77% 32
2017
Q1 		$4.02M Buy
103,812
+2,090
+2% +$79.9K 0.75% 37
2016
Q4 		$3.79M Sell
101,722
-57,241
-36% -$2.18M 0.74% 35
2016
Q3 		$6.28M Buy
158,963
+9,948
+7% +$397K 1.23% 7
2016
Q2 		$5.94M Buy
149,015
+2,816
+2% +$110K 1.2% 11
2016
Q1 		$5.71M Buy
146,199
+11,290
+8% +$432K 1.22% 11
2015
Q4 		$5.24M Sell
134,909
-11,865
-8% -$462K 1.15% 11
2015
Q3 		$5.67M Buy
146,774
+10,368
+8% +$405K 1.29% 10
2015
Q2 		$5.34M Buy
136,406
+620
+0.5% +$24.6K 1.12% 11
2015
Q1 		$5.45M Buy
135,786
+38,981
+40% +$1.55M 1.12% 11
2014
Q4 		$3.82M Buy
96,805
+9,466
+11% +$374K 0.8% 29
2014
Q3 		$3.45M Buy
87,339
+1,475
+2% +$58.4K 0.9% 26
2014
Q2 		$3.43M Sell
85,864
-875
-1% -$34.5K 0.89% 30
2014
Q1 		$3.39M Sell
86,739
-2,550
-3% -$97.4K 0.9% 30
2013
Q4 		$3.29M Sell
89,289
-60,350
-40% -$2.28M 0.89% 33
2013
Q3 		$5.69M Buy
149,639
+5,189
+4% +$198K 1.67% 6
2013
Q2 		$5.67M Buy
+144,450
New +$5.81M 1.75% 6

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Coastline Trust's PFF Position: Q3 2026 in Review

Coastline Trust held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 125 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Coastline Trust first reported a position in PFF in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.28M in Q3 2016. 48 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Coastline Trust held 125 shares of iShares Preferred and Income Securities ETF worth $3.69K as of Q3 2026.
  • Coastline Trust left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #337 holding.
  • Coastline Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 51 quarters since.
  • Coastline Trust's iShares Preferred and Income Securities ETF position peaked at $6.28M in Q3 2016.
  • 48 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.