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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Daymark Wealth Partners's PFF Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 44,612 shares worth $1.36M. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in PFF as recently as Q4 2023.

Daymark Wealth Partners first reported a position in PFF in Q1 2023 and has held it in 5 quarters since. 973 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Daymark Wealth Partners held 44,612 shares of iShares Preferred and Income Securities ETF worth $1.36M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Daymark Wealth Partners position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #299 holding.
Daymark Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 5 quarters since.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.