Crestwood Advisors Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Crestwood Advisors Group's PFF Position: Q2 2026 in Review
Crestwood Advisors Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.8% in Q2 2026, selling an estimated $47K and leaving 30,151 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #336.
Crestwood Advisors Group first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Crestwood Advisors Group held 30,151 shares of iShares Preferred and Income Securities ETF worth $919K as of Q2 2026.
- Crestwood Advisors Group sold 1,510 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $47K.
- iShares Preferred and Income Securities ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #336 holding.
- Crestwood Advisors Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
- Crestwood Advisors Group's iShares Preferred and Income Securities ETF position peaked at $1.06M in Q3 2025.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.