Financial Advisory Partners’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
Q2
$4.38M Sell
143,749
-5,727
-4% -$178K 1.15% 29
2026
Q1
$4.53M Sell
149,476
-5,735
-4% -$180K 1.28% 25
2025
Q4
$4.81M Sell
155,211
-2,675
-2% -$83.3K 1.36% 21
2025
Q3
$4.99M Sell
157,886
-3,866
-2% -$122K 1.46% 20
2025
Q2
$4.96M Sell
161,752
-5,125
-3% -$154K 1.56% 19
2025
Q1
$5.13M Sell
166,877
-1,889
-1% -$59.6K 1.72% 12
2024
Q4
$5.31M Sell
168,766
-10,519
-6% -$343K 1.76% 12
2024
Q3
$5.96M Sell
179,285
-5,405
-3% -$174K 1.98% 8
2024
Q2
$5.83M Sell
184,690
-24,410
-12% -$768K 2.18% 8
2024
Q1
$6.74M Sell
209,100
-4,308
-2% -$137K 2.6% 5
2023
Q4
$6.66M Sell
213,408
-1,572
-0.7% -$47K 2.42% 5
2023
Q3
$6.48M Buy
214,980
+9,124
+4% +$279K 2.61% 5
2023
Q2
$6.37M Sell
205,856
-945
-0.5% -$28.9K 2.45% 5
2023
Q1
$6.46M Sell
206,801
-4,525
-2% -$145K 2.56% 6
2022
Q4
$6.45M Sell
211,326
-7,466
-3% -$232K 2.66% 6
2022
Q3
$6.93M Buy
218,792
+3,466
+2% +$116K 3.02% 5
2022
Q2
$7.08M Sell
215,326
-13,060
-6% -$442K 2.92% 5
2022
Q1
$8.32M Buy
228,386
+997
+0.4% +$36.7K 3.08% 5
2021
Q4
$8.97M Buy
+227,389
New +$8.84M 3.27% 4

Other funds holding PFF

Financial Advisory Partners's PFF Position: Q2 2026 in Review

Financial Advisory Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.8% in Q2 2026, selling an estimated $178K and leaving 143,749 shares worth $4.38M. The position accounts for 1.15% of the portfolio, ranked #29.

Financial Advisory Partners first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.97M in Q4 2021. 963 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Financial Advisory Partners held 143,749 shares of iShares Preferred and Income Securities ETF worth $4.38M as of Q2 2026.
  • Financial Advisory Partners sold 5,727 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $178K.
  • iShares Preferred and Income Securities ETF made up 1.15% of Financial Advisory Partners's portfolio in Q2 2026, its #29 holding.
  • Financial Advisory Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Financial Advisory Partners's iShares Preferred and Income Securities ETF position peaked at $8.97M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.