Connecticut Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Connecticut Wealth Management’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	$1.31M	Sell	42,940 -12,976	-23%	-$404K	0.05%	135
2026 Q1	$1.7M	Sell	55,916 -18,124	-24%	-$568K	0.07%	108
2025 Q4	$2.29M	Buy	74,040 +9,852	+15%	+$307K	0.1%	96
2025 Q3	$2.03M	Buy	+64,188	New	+$2.02M	0.09%	98
2024 Q2	–	Sell	-8,020	Closed	-$258K	–	335
2024 Q1	$258K	Sell	8,020 -960	-11%	-$30.6K	0.01%	282
2023 Q4	$280K	Sell	8,980 -1,750	-16%	-$52.3K	0.02%	269
2023 Q3	$324K	Buy	+10,730	New	+$328K	0.02%	213
2022 Q1	–	Sell	-6,519	Closed	-$257K	–	206
2021 Q4	$257K	Sell	6,519 -750	-10%	-$29.1K	0.02%	174
2021 Q3	$282K	Sell	7,269 -810	-10%	-$31.8K	0.02%	164
2021 Q2	$318K	Buy	+8,079	New	+$313K	0.03%	145
2021 Q1	–	Sell	-11,609	Closed	-$447K	–	199
2020 Q4	$447K	Sell	11,609 -380	-3%	-$14.2K	0.05%	123
2020 Q3	$437K	Sell	11,989 -2,053	-15%	-$73.9K	0.05%	134
2020 Q2	$486K	Sell	14,042 -13,590	-49%	-$463K	0.06%	91
2020 Q1	$880K	Sell	27,632 -2,795	-9%	-$100K	0.13%	72
2019 Q4	$1.14M	Sell	30,427 -13,316	-30%	-$497K	0.13%	75
2019 Q3	$1.64M	Buy	43,743 +125	+0.3%	+$4.65K	0.2%	57
2019 Q2	$1.61M	Buy	+43,618	New	+$1.6M	0.2%	59

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Connecticut Wealth Management's PFF Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q2 2026, selling an estimated $404K and leaving 42,940 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #135.

Connecticut Wealth Management first reported a position in PFF in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2025. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Connecticut Wealth Management held 42,940 shares of iShares Preferred and Income Securities ETF worth $1.31M as of Q2 2026.
Connecticut Wealth Management sold 12,976 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $404K.
iShares Preferred and Income Securities ETF made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #135 holding.
Connecticut Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 17 quarters since.
Connecticut Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.29M in Q4 2025.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.