Ehrlich Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ehrlich Financial Group’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	$629K	Buy	20,625 +1,753	+9%	+$54.6K	0.32%	72
2026 Q1	$572K	Sell	18,872 -526	-3%	-$16.5K	0.33%	73
2025 Q4	$601K	Buy	19,398 +2,250	+13%	+$70.1K	0.34%	62
2025 Q3	$542K	Sell	17,148 -161	-0.9%	-$5.06K	0.32%	63
2025 Q2	$531K	Buy	17,309 +5,564	+47%	+$167K	0.34%	61
2025 Q1	$361K	Sell	11,745 -5,598	-32%	-$176K	0.26%	73
2024 Q4	$545K	Buy	17,343 +5,763	+50%	+$188K	0.39%	53
2024 Q3	$385K	Sell	11,580 -231	-2%	-$7.43K	0.27%	64
2024 Q2	$373K	Hold	11,811	–	–	0.29%	62
2024 Q1	$381K	Hold	11,811	–	–	0.32%	67
2023 Q4	$368K	Buy	+11,811	New	+$353K	0.37%	64

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

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

IFA

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

CAP

Cordoba Advisory Partners New York $472M AUM

Ehrlich Financial Group's PFF Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 9.3% in Q2 2026, buying an estimated $54.6K and bringing the position to 20,625 shares worth $629K. The position accounts for 0.32% of the portfolio, ranked #72.

Ehrlich Financial Group first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Ehrlich Financial Group held 20,625 shares of iShares Preferred and Income Securities ETF worth $629K as of Q2 2026.
Ehrlich Financial Group bought 1,753 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $54.6K.
iShares Preferred and Income Securities ETF made up 0.32% of Ehrlich Financial Group's portfolio in Q2 2026, its #72 holding.
Ehrlich Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.