Cornerstone Planning Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cornerstone Planning 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	$75K	Buy	2,463 +33	+1%	+$1.03K	0.01%	311
2026 Q1	$76.4K	Buy	2,430 +125	+5%	+$3.91K	0.01%	291
2025 Q4	$73.3K	Sell	2,305 -2,929	-56%	-$91.2K	0.01%	263
2025 Q3	$164K	Buy	5,234 +2,131	+69%	+$67K	0.03%	155
2025 Q2	$96.8K	Buy	3,103 +2,935	+1,747%	+$88.3K	0.02%	147
2025 Q1	$5.02K	Buy	168 +3	+2%	+$95	﹤0.01%	734
2024 Q4	$5.32K	Buy	165 +3	+2%	+$98	﹤0.01%	566
2024 Q3	$5.34K	Buy	162 +2	+1%	+$64	﹤0.01%	555
2024 Q2	$4.99K	Hold	160	–	–	﹤0.01%	577
2024 Q1	$5.05K	Hold	160	–	–	﹤0.01%	513
2023 Q4	$4.99K	Sell	160 -341	-68%	-$10.2K	﹤0.01%	522
2023 Q3	$15.1K	Sell	501 -384	-43%	-$11.7K	0.01%	351
2023 Q2	$27.4K	Buy	+885	New	+$27.1K	0.01%	355
2022 Q4	$81.6K	Buy	+2,481	New	+$77.2K	0.03%	185

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cornerstone Planning Group's PFF Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,463 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #311.

Cornerstone Planning Group first reported a position in PFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $164K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cornerstone Planning Group held 2,463 shares of iShares Preferred and Income Securities ETF worth $75K as of Q2 2026.
Cornerstone Planning Group bought 33 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.03K.
iShares Preferred and Income Securities ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #311 holding.
Cornerstone Planning Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Preferred and Income Securities ETF position peaked at $164K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.