Dakota Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.3M | Sell |
833,086
-101,911
| -11% | -$3.19M | 0.55% | 45 |
|
|
2025
Q4 | $28.9M | Sell |
934,997
-87,045
| -9% | -$2.71M | 0.51% | 41 |
|
|
2025
Q3 | $32.3M | Sell |
1,022,042
-61,239
| -6% | -$1.93M | 0.65% | 33 |
|
|
2025
Q2 | $33.2M | Sell |
1,083,281
-17,331
| -2% | -$522K | 0.7% | 29 |
|
|
2025
Q1 | $33.8M | Sell |
1,100,612
-61,561
| -5% | -$1.94M | 0.79% | 23 |
|
|
2024
Q4 | $36.5M | Sell |
1,162,173
-13,591
| -1% | -$444K | 0.84% | 21 |
|
|
2024
Q3 | $39.1M | Buy |
1,175,764
+6,274
| +0.5% | +$202K | 0.88% | 17 |
|
|
2024
Q2 | $36.9M | Buy |
1,169,490
+29
| +0% | +$913 | 0.87% | 17 |
|
|
2024
Q1 | $37.7M | Buy |
1,169,461
+25,447
| +2% | +$811K | 0.94% | 15 |
|
|
2023
Q4 | $35.7M | Buy |
1,144,014
+18,425
| +2% | +$550K | 1.39% | 7 |
|
|
2023
Q3 | $33.9M | Buy |
1,125,589
+88,340
| +9% | +$2.7M | 1.5% | 6 |
|
|
2023
Q2 | $32.1M | Buy |
1,037,249
+1,010,275
| +3,745% | +$30.9M | 1.51% | 7 |
|
|
2023
Q1 | $842K | Sell |
26,974
-631
| -2% | -$20.3K | 0.06% | 258 |
|
|
2022
Q4 | $843K | Sell |
27,605
-172,481
| -86% | -$5.37M | 0.06% | 247 |
|
|
2022
Q3 | $6.34M | Buy |
200,086
+1,154
| +0.6% | +$38.7K | 0.51% | 43 |
|
|
2022
Q2 | $6.54M | Sell |
198,932
-68,555
| -26% | -$2.32M | 0.6% | 38 |
|
|
2022
Q1 | $9.74M | Sell |
267,487
-38,610
| -13% | -$1.42M | 0.79% | 28 |
|
|
2021
Q4 | $12.1M | Buy |
306,097
+10,386
| +4% | +$404K | 1.27% | 12 |
|
|
2021
Q3 | $11.5M | Buy |
295,711
+81,789
| +38% | +$3.21M | 1.32% | 13 |
|
|
2021
Q2 | $8.41M | Buy |
213,922
+63,275
| +42% | +$2.45M | 1% | 21 |
|
|
2021
Q1 | $5.79M | Buy |
150,647
+31,371
| +26% | +$1.19M | 0.76% | 34 |
|
|
2020
Q4 | $4.59M | Sell |
119,276
-2,515
| -2% | -$94K | 0.6% | 45 |
|
|
2020
Q3 | $4.44M | Sell |
121,791
-7,838
| -6% | -$282K | 0.7% | 44 |
|
|
2020
Q2 | $4.49M | Sell |
129,629
-1,620
| -1% | -$55.2K | 0.77% | 34 |
|
|
2020
Q1 | $4.18M | Sell |
131,249
-17,518
| -12% | -$628K | 0.91% | 32 |
|
|
2019
Q4 | $5.59M | Sell |
148,767
-1,966
| -1% | -$73.3K | 0.9% | 30 |
|
|
2019
Q3 | $5.66M | Sell |
150,733
-653
| -0.4% | -$24.3K | 0.97% | 27 |
|
|
2019
Q2 | $5.58M | Sell |
151,386
-389
| -0.3% | -$14.3K | 1.07% | 26 |
|
|
2019
Q1 | $5.55M | Sell |
151,775
-87,761
| -37% | -$3.15M | 1.1% | 22 |
|
|
2018
Q4 | $8.87M | Sell |
239,536
-8,044
| -3% | -$285K | 2.01% | 8 |
|
|
2018
Q3 | $9.19M | Buy |
247,580
+3,098
| +1% | +$116K | 2.07% | 8 |
|
|
2018
Q2 | $9.22M | Buy |
244,482
+14,863
| +6% | +$554K | 2.56% | 7 |
|
|
2018
Q1 | $8.62M | Buy |
229,619
+10,234
| +5% | +$384K | 4.45% | 7 |
|
|
2017
Q4 | $8.35M | Buy |
219,385
+10,130
| +5% | +$389K | 4.43% | 7 |
|
|
2017
Q3 | $8.12M | Buy |
209,255
+4,775
| +2% | +$186K | 4.4% | 7 |
|
|
2017
Q2 | $8.01M | Buy |
204,480
+1,496
| +0.7% | +$58.2K | 4.43% | 6 |
|
|
2017
Q1 | $7.86M | Buy |
202,984
+1,539
| +0.8% | +$58.8K | 4.59% | 6 |
|
|
2016
Q4 | $7.5M | Sell |
201,445
-679
| -0.3% | -$25.8K | 4.84% | 7 |
|
|
2016
Q3 | $7.98M | Buy |
202,124
+3,486
| +2% | +$139K | 5.18% | 4 |
|
|
2016
Q2 | $7.92M | Buy |
198,638
+15,162
| +8% | +$594K | 5.33% | 4 |
|
|
2016
Q1 | $7.16M | Buy |
183,476
+2,067
| +1% | +$79K | 5.14% | 5 |
|
|
2015
Q4 | $7.05M | Buy |
181,409
+3,667
| +2% | +$143K | 4.78% | 6 |
|
|
2015
Q3 | $6.86M | Buy |
177,742
+15,291
| +9% | +$598K | 4.7% | 7 |
|
|
2015
Q2 | $6.36M | Buy |
162,451
+22,428
| +16% | +$890K | 3.84% | 13 |
|
|
2015
Q1 | $5.62M | Buy |
140,023
+25,328
| +22% | +$1.01M | 3.34% | 14 |
|
|
2014
Q4 | $4.53M | Buy |
+114,695
| New | +$4.53M | 2.83% | 16 |
|
Other funds holding PFF
FIB
Dakota Wealth Management's PFF Position: Q1 2026 in Review
Dakota Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 11% in Q1 2026, selling an estimated $3.19M and leaving 833,086 shares worth $25.3M. The position accounts for 0.55% of the portfolio, ranked #45.
Dakota Wealth Management first reported a position in PFF in Q4 2014 and has held it in 46 quarters since. The position peaked at $39.1M in Q3 2024. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.
- Dakota Wealth Management held 833,086 shares of iShares Preferred and Income Securities ETF worth $25.3M as of Q1 2026.
- Dakota Wealth Management sold 101,911 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $3.19M.
- iShares Preferred and Income Securities ETF made up 0.55% of Dakota Wealth Management's portfolio in Q1 2026, its #45 holding.
- Dakota Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 46 quarters since.
- Dakota Wealth Management's iShares Preferred and Income Securities ETF position peaked at $39.1M in Q3 2024.
- 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.