Coyle Financial Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coyle Financial Counsel’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	–	Sell	-10,000	Closed	-$310K	–	119
2025 Q4	$310K	Hold	10,000	–	–	0.07%	92
2025 Q3	$316K	Buy	+10,000	New	+$314K	0.07%	77

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 $1.92B AUM 19.65% 1-Year Est. Return

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

Coyle Financial Counsel's PFF Position: Q1 2026 in Review

Coyle Financial Counsel sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 10,000 shares — an estimated $310K sold.

Coyle Financial Counsel first reported a position in PFF in Q3 2025 and held it in 2 quarters. The position peaked at $316K in Q3 2025. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Coyle Financial Counsel reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Coyle Financial Counsel sold 10,000 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $310K.
Coyle Financial Counsel first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 2 quarters.
Coyle Financial Counsel's iShares Preferred and Income Securities ETF position peaked at $316K in Q3 2025.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.