Coordinated Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coordinated Financial Services’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 Q1	$1.3M	Buy	42,769 +1,703	+4%	+$53.3K	0.74%	36
2025 Q4	$1.27M	Buy	41,066 +18,287	+80%	+$570K	0.73%	36
2025 Q3	$720K	Buy	22,779 +4,625	+25%	+$145K	0.46%	66
2025 Q2	$557K	Buy	18,154 +1,591	+10%	+$47.9K	0.39%	74
2025 Q1	$509K	Buy	16,563 +5,988	+57%	+$189K	0.39%	77
2024 Q4	$332K	Buy	+10,575	New	+$345K	0.26%	101
2024 Q2	$419K	Sell	13,294 -344	-3%	-$10.8K	0.36%	78
2024 Q1	$440K	Buy	+13,638	New	+$435K	0.38%	75

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coordinated Financial Services's PFF Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.1% in Q1 2026, buying an estimated $53.3K and bringing the position to 42,769 shares worth $1.3M. The position accounts for 0.74% of the portfolio, ranked #36.

Coordinated Financial Services first reported a position in PFF in Q1 2024 and has held it in 8 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Coordinated Financial Services held 42,769 shares of iShares Preferred and Income Securities ETF worth $1.3M as of Q1 2026.
Coordinated Financial Services bought 1,703 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $53.3K.
iShares Preferred and Income Securities ETF made up 0.74% of Coordinated Financial Services's portfolio in Q1 2026, its #36 holding.
Coordinated Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 8 quarters since.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.