Cypress Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cypress Wealth 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
2020 Q4	–	Sell	-169,791	Closed	-$6.19M	–	445
2020 Q3	$6.19M	Buy	+169,791	New	+$6.11M	1.59%	12

Other funds holding PFF

FIB

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

CCWA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cypress Wealth Services's PFF Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.62% in Q2 2026, selling an estimated $27.1K and leaving 140,409 shares worth $4.28M. The position accounts for 0.53% of the portfolio, ranked #47.

Cypress Wealth Services first reported a position in PFF in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.48M in Q4 2021. 381 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cypress Wealth Services held 140,409 shares of iShares Preferred and Income Securities ETF worth $4.28M as of Q2 2026.
Cypress Wealth Services sold 871 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $27.1K.
iShares Preferred and Income Securities ETF made up 0.53% of Cypress Wealth Services's portfolio in Q2 2026, its #47 holding.
Cypress Wealth Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's iShares Preferred and Income Securities ETF position peaked at $7.48M in Q4 2021.
381 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.