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

Financial Insights’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 Q1	$1.36M	Buy	44,766 +4,400	+11%	+$138K	0.44%	40
2025 Q4	$1.25M	Sell	40,366 -14,250	-26%	-$444K	0.42%	41
2025 Q3	$1.73M	Buy	54,616 +3,250	+6%	+$102K	0.57%	36
2025 Q2	$1.58M	Buy	51,366 +1,934	+4%	+$58.2K	0.58%	33
2025 Q1	$1.52M	Buy	49,432 +3,632	+8%	+$115K	0.6%	31
2024 Q4	$1.44M	Buy	45,800 +650	+1%	+$21.2K	0.53%	33
2024 Q3	$1.5M	Buy	45,150 +25,500	+130%	+$821K	0.47%	37
2024 Q2	$620K	Buy	19,650 +3,000	+18%	+$94.4K	0.17%	80
2024 Q1	$537K	Buy	16,650 +6,450	+63%	+$206K	0.15%	98
2023 Q4	$318K	Buy	10,200 +2,500	+32%	+$74.7K	0.1%	128
2023 Q3	$220K	Buy	+7,700	New	+$235K	0.08%	140
2023 Q1	–	Sell	-7,399	Closed	-$226K	–	170
2022 Q4	$226K	Buy	+7,399	New	+$230K	0.11%	134
2021 Q3	–	Sell	-5,244	Closed	-$206K	–	182
2021 Q2	$206K	Hold	5,244	–	–	0.17%	79
2021 Q1	$201K	Sell	5,244 -810	-13%	-$30.7K	0.15%	79
2020 Q4	$233K	Sell	6,054 -350	-5%	-$13.1K	0.18%	71
2020 Q3	$233K	Buy	6,404 +4,193	+190%	+$151K	0.2%	68
2020 Q2	$248K	Sell	2,211 -4,943	-69%	-$168K	0.22%	60
2020 Q1	$228K	Sell	7,154 -50	-0.7%	-$1.79K	0.24%	64
2019 Q4	$271K	Sell	7,204 -191	-3%	-$7.13K	0.24%	61
2019 Q3	$278K	Hold	7,395	–	–	0.27%	53
2019 Q2	$274K	Buy	7,395 +925	+14%	+$33.9K	0.28%	49
2019 Q1	$237K	Sell	6,470 -1,055	-14%	-$37.9K	0.25%	53
2018 Q4	$272K	Buy	+7,525	New	+$267K	0.3%	43

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

Financial Insights's PFF Position: Q1 2026 in Review

Financial Insights increased its iShares Preferred and Income Securities ETF (PFF) stake by 11% in Q1 2026, buying an estimated $138K and bringing the position to 44,766 shares worth $1.36M. The position accounts for 0.44% of the portfolio, ranked #40.

Financial Insights first reported a position in PFF in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2025. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Financial Insights held 44,766 shares of iShares Preferred and Income Securities ETF worth $1.36M as of Q1 2026.
Financial Insights bought 4,400 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $138K.
iShares Preferred and Income Securities ETF made up 0.44% of Financial Insights's portfolio in Q1 2026, its #40 holding.
Financial Insights first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 23 quarters since.
Financial Insights's iShares Preferred and Income Securities ETF position peaked at $1.73M in Q3 2025.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.