CCG
PFF icon

Coastwise Capital Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coastwise Capital Group’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
Q2 		$503K Buy
16,500
+3,880
+31% +$121K 0.29% 75
2026
Q1 		$383K Buy
12,620
+223
+2% +$6.98K 0.21% 89
2025
Q4 		$384K Buy
12,397
+1,380
+13% +$43K 0.19% 98
2025
Q3 		$348K Buy
11,017
+427
+4% +$13.4K 0.25% 87
2025
Q2 		$325K Sell
10,590
-1,291
-11% -$38.9K 0.26% 85
2025
Q1 		$365K Buy
11,881
+744
+7% +$23.5K 0.31% 76
2024
Q4 		$350K Buy
11,137
+337
+3% +$11K 0.28% 82
2024
Q3 		$359K Sell
10,800
-2,324
-18% -$74.8K 0.3% 84
2024
Q2 		$414K Buy
13,124
+67
+0.5% +$2.11K 0.39% 67
2024
Q1 		$421K Buy
13,057
+614
+5% +$19.6K 0.39% 71
2023
Q4 		$388K Buy
12,443
+2,574
+26% +$76.9K 0.4% 71
2023
Q3 		$298K Buy
+9,869
New +$302K 0.34% 81

Other funds holding PFF

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Coastwise Capital Group's PFF Position: Q2 2026 in Review

Coastwise Capital Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 31% in Q2 2026, buying an estimated $121K and bringing the position to 16,500 shares worth $503K. The position accounts for 0.29% of the portfolio, ranked #75.

Coastwise Capital Group first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Coastwise Capital Group held 16,500 shares of iShares Preferred and Income Securities ETF worth $503K as of Q2 2026.
  • Coastwise Capital Group bought 3,880 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $121K.
  • iShares Preferred and Income Securities ETF made up 0.29% of Coastwise Capital Group's portfolio in Q2 2026, its #75 holding.
  • Coastwise Capital Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.