Collective Family Office’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Collective Family Office’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	$10.6M	Buy	347,077 +1,778	+0.5%	+$55.4K	2.16%	14
2026 Q1	$10.5M	Buy	345,299 +15,543	+5%	+$487K	2.36%	13
2025 Q4	$10.2M	Buy	329,756 +13,200	+4%	+$411K	2.34%	13
2025 Q3	$10M	Buy	316,556 +17,561	+6%	+$552K	2.4%	11
2025 Q2	$9.17M	Sell	298,995 -15,036	-5%	-$453K	2.36%	10
2025 Q1	$9.65M	Buy	314,031 +11,932	+4%	+$376K	2.61%	10
2024 Q4	$9.5M	Buy	302,099 +13,434	+5%	+$439K	2.61%	8
2024 Q3	$9.59M	Sell	288,665 -3,483	-1%	-$112K	2.61%	8
2024 Q2	$9.22M	Sell	292,148 -4,926	-2%	-$155K	2.71%	7
2024 Q1	$9.57M	Sell	297,074 -10,779	-4%	-$344K	3.11%	4
2023 Q4	$9.6M	Buy	307,853 +96,909	+46%	+$2.9M	3.38%	3
2023 Q3	$6.36M	Buy	210,944 +10,628	+5%	+$325K	2.48%	12
2023 Q2	$6.2M	Buy	200,316 +78,739	+65%	+$2.41M	2.42%	11
2023 Q1	$3.8M	Buy	121,577 +16,027	+15%	+$515K	1.56%	20
2022 Q4	$3.22M	Sell	105,550 -42,524	-29%	-$1.32M	1.45%	20
2022 Q3	$4.69M	Sell	148,074 -7,751	-5%	-$260K	2.33%	8
2022 Q2	$5.12M	Buy	155,825 +7,124	+5%	+$241K	2.22%	7
2022 Q1	$5.42M	Buy	148,701 +123,677	+494%	+$4.55M	2.07%	10
2021 Q4	$987K	Buy	25,024 +10,132	+68%	+$394K	0.39%	74
2021 Q3	$578K	Sell	14,892 -11,546	-44%	-$453K	0.25%	91
2021 Q2	$1.04M	Buy	26,438 +13,892	+111%	+$538K	0.44%	62
2021 Q1	$482K	Buy	+12,546	New	+$476K	0.24%	103

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Collective Family Office's PFF Position: Q2 2026 in Review

Collective Family Office increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.51% in Q2 2026, buying an estimated $55.4K and bringing the position to 347,077 shares worth $10.6M. The position accounts for 2.16% of the portfolio, ranked #14.

Collective Family Office first reported a position in PFF in Q1 2021 and has held it in 22 quarters since. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Collective Family Office held 347,077 shares of iShares Preferred and Income Securities ETF worth $10.6M as of Q2 2026.
Collective Family Office bought 1,778 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $55.4K.
iShares Preferred and Income Securities ETF made up 2.16% of Collective Family Office's portfolio in Q2 2026, its #14 holding.
Collective Family Office first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 22 quarters since.
178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.