Daymark Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Daymark Wealth Partners’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 Q3	$1.38M	Buy	46,816 +2,204	+5%	+$66.9K	0.03%	310
2026 Q2	$1.36M	Buy	+44,612	New	+$1.39M	0.03%	299
2024 Q1	–	Sell	-7,121	Closed	-$222K	–	441
2023 Q4	$222K	Sell	7,121 -3,000	-30%	-$89.6K	0.01%	370
2023 Q3	$305K	Sell	10,121 -200	-2%	-$6.11K	0.02%	302
2023 Q2	$319K	Buy	10,321 +394	+4%	+$12.1K	0.02%	292
2023 Q1	$310K	Buy	+9,927	New	+$319K	0.04%	238

Other funds holding PFF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Daymark Wealth Partners's PFF Position: Q3 2026 in Review

Daymark Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.9% in Q3 2026, buying an estimated $66.9K and bringing the position to 46,816 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #310.

Daymark Wealth Partners first reported a position in PFF in Q1 2023 and has held it in 6 quarters since. 826 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Daymark Wealth Partners held 46,816 shares of iShares Preferred and Income Securities ETF worth $1.38M as of Q3 2026.
Daymark Wealth Partners bought 2,204 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $66.9K.
iShares Preferred and Income Securities ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #310 holding.
Daymark Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 6 quarters since.
826 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.