Crews Bank & Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Crews Bank & Trust’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	$3.07M	Buy	100,810 +4,485	+5%	+$140K	0.4%	39
2026 Q1	$2.92M	Sell	96,325 -1,550	-2%	-$48.5K	0.42%	38
2025 Q4	$3.03M	Sell	97,875 -4,550	-4%	-$142K	0.43%	35
2025 Q3	$3.24M	Buy	102,425 +3,760	+4%	+$118K	0.47%	34
2025 Q2	$3.03M	Buy	98,665 +1,580	+2%	+$47.6K	0.48%	34
2025 Q1	$2.98M	Sell	97,085 -6,535	-6%	-$206K	0.51%	34
2024 Q4	$3.26M	Buy	+103,620	New	+$3.38M	0.55%	33

Other funds holding PFF

CCWA

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Crews Bank & Trust's PFF Position: Q2 2026 in Review

Crews Bank & Trust increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.7% in Q2 2026, buying an estimated $140K and bringing the position to 100,810 shares worth $3.07M. The position accounts for 0.4% of the portfolio, ranked #39.

Crews Bank & Trust first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2024. 230 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Crews Bank & Trust held 100,810 shares of iShares Preferred and Income Securities ETF worth $3.07M as of Q2 2026.
Crews Bank & Trust bought 4,485 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $140K.
iShares Preferred and Income Securities ETF made up 0.4% of Crews Bank & Trust's portfolio in Q2 2026, its #39 holding.
Crews Bank & Trust first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares Preferred and Income Securities ETF position peaked at $3.26M in Q4 2024.
230 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.