Columbia Advisory Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$291K Buy
9,549
+17
+0.2% +$530 0.16% 78
2026
Q1
$289K Hold
9,532
0.18% 73
2025
Q4
$295K Sell
9,532
-112
-1% -$3.49K 0.2% 69
2025
Q3
$305K Buy
9,644
+945
+11% +$29.7K 0.21% 62
2025
Q2
$267K Sell
8,699
-2
-0% -$60 0.2% 64
2025
Q1
$267K Buy
8,701
+790
+10% +$24.9K 0.23% 58
2024
Q4
$249K Buy
7,911
+862
+12% +$28.1K 0.23% 58
2024
Q3
$234K Buy
+7,049
New +$227K 0.22% 51
2024
Q1
Sell
-7,833
Closed -$244K 61
2023
Q4
$244K Buy
7,833
+1,096
+16% +$32.7K 0.25% 54
2023
Q3
$203K Buy
+6,737
New +$206K 0.22% 60

Other funds holding PFF

Columbia Advisory Partners's PFF Position: Q2 2026 in Review

Columbia Advisory Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.18% in Q2 2026, buying an estimated $530 and bringing the position to 9,549 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #78.

Columbia Advisory Partners first reported a position in PFF in Q3 2023 and has held it in 10 quarters since. The position peaked at $305K in Q3 2025. 549 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Columbia Advisory Partners held 9,549 shares of iShares Preferred and Income Securities ETF worth $291K as of Q2 2026.
  • Columbia Advisory Partners bought 17 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $530.
  • iShares Preferred and Income Securities ETF made up 0.16% of Columbia Advisory Partners's portfolio in Q2 2026, its #78 holding.
  • Columbia Advisory Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 10 quarters since.
  • Columbia Advisory Partners's iShares Preferred and Income Securities ETF position peaked at $305K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.