First Heartland Consultants’s iShares Preferred and Income Securities ETF PFF Stock Holding History

First Heartland Consultants’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	$359K	Buy	11,766 +9	+0.1%	+$280	0.02%	409
2026 Q1	$356K	Sell	11,757 -311	-3%	-$9.74K	0.03%	360
2025 Q4	$374K	Buy	12,068 +167	+1%	+$5.2K	0.03%	355
2025 Q3	$376K	Sell	11,901 -54	-0.5%	-$1.7K	0.03%	350
2025 Q2	$367K	Buy	11,955 +30	+0.3%	+$903	0.03%	338
2025 Q1	$366K	Sell	11,925 -484	-4%	-$15.3K	0.04%	298
2024 Q4	$390K	Sell	12,409 -1,001	-7%	-$32.7K	0.04%	287
2024 Q3	$446K	Sell	13,410 -5,626	-30%	-$181K	0.05%	264
2024 Q2	$601	Sell	19,036 -687	-3%	-$21.6K	0.04%	232
2024 Q1	$636K	Sell	19,723 -176	-0.9%	-$5.61K	0.07%	217
2023 Q4	$621K	Buy	19,899 +6,326	+47%	+$189K	0.07%	186
2023 Q3	$409K	Sell	13,573 -1,143	-8%	-$34.9K	0.05%	241
2023 Q2	$455K	Buy	14,716 +50	+0.3%	+$1.53K	0.06%	226
2023 Q1	$458K	Sell	14,666 -102	-0.7%	-$3.28K	0.07%	212
2022 Q4	$451K	Buy	14,768 +81	+0.6%	+$2.52K	0.07%	210
2022 Q3	$465	Buy	14,687 +61	+0.4%	+$2.04K	0.04%	196
2022 Q2	$480K	Buy	14,626 +2,058	+16%	+$69.6K	0.08%	195
2022 Q1	$457K	Buy	12,568 +4,726	+60%	+$174K	0.07%	192
2021 Q4	$309	Buy	7,842 +107	+1%	+$4.16K	0.01%	268
2021 Q3	$300K	Sell	7,735 -42	-0.5%	-$1.65K	0.05%	278
2021 Q2	$306K	Sell	7,777 -2,037	-21%	-$78.9K	0.05%	282
2021 Q1	$377K	Sell	9,814 -6,061	-38%	-$230K	0.06%	251
2020 Q4	$611K	Buy	15,875 +33	+0.2%	+$1.23K	0.1%	147
2020 Q3	$577K	Sell	15,842 -67	-0.4%	-$2.41K	0.11%	140
2020 Q2	$551K	Buy	15,909 +46	+0.3%	+$1.57K	0.11%	146
2020 Q1	$505K	Sell	15,863 -4,169	-21%	-$150K	0.13%	135
2019 Q4	$753K	Sell	20,032 -217	-1%	-$8.1K	0.15%	140
2019 Q3	$760K	Buy	20,249 +1,811	+10%	+$67.4K	0.16%	125
2019 Q2	$679K	Buy	18,438 +3,546	+24%	+$130K	0.16%	123
2019 Q1	$544K	Buy	14,892 +1,290	+9%	+$46.4K	0.15%	137
2018 Q4	$466K	Buy	13,602 +4,468	+49%	+$158K	0.17%	124
2018 Q3	$339K	Buy	9,134 +686	+8%	+$25.7K	0.11%	174
2018 Q2	$319K	Sell	8,448 -55,047	-87%	-$2.05M	0.11%	183
2018 Q1	$2.38M	Sell	63,495 -19,973	-24%	-$749K	0.71%	44
2017 Q4	$3.18M	Sell	83,468 -5,052	-6%	-$194K	0.96%	24
2017 Q3	$3.44M	Buy	88,520 +148	+0.2%	+$5.77K	0.84%	23
2017 Q2	$3.46M	Sell	88,372 -81,191	-48%	-$3.16M	0.9%	22
2017 Q1	$6.56M	Buy	169,563 +5,791	+4%	+$221K	1.83%	8
2016 Q4	$6.09M	Sell	163,772 -70,307	-30%	-$2.67M	1.85%	6
2016 Q3	$9.25M	Buy	234,079 +46,385	+25%	+$1.85M	2.68%	3
2016 Q2	$7.49K	Buy	187,694 +143,857	+328%	+$5.64M	0.82%	6
2016 Q1	$1.71M	Buy	43,837 +517	+1%	+$19.8K	0.65%	31
2015 Q4	$1.68M	Sell	43,320 -2,493	-5%	-$97K	0.64%	35
2015 Q3	$1.77M	Sell	45,813 -1,219	-3%	-$47.7K	0.74%	29
2015 Q2	$1.84K	Sell	47,032 -1,470	-3%	-$58.3K	0.5%	35
2015 Q1	$1.95M	Buy	48,502 +3,064	+7%	+$122K	0.74%	29
2014 Q4	$1.79M	Sell	45,438 -1,359	-3%	-$53.7K	0.74%	32
2014 Q3	$1.85M	Sell	46,797 -140	-0.3%	-$5.55K	0.81%	28
2014 Q2	$1.87M	Buy	46,937 +2,779	+6%	+$110K	0.85%	29
2014 Q1	$1.72M	Sell	44,158 -267	-0.6%	-$10.2K	0.85%	26
2013 Q4	$1.64M	Buy	44,425 +29,761	+203%	+$1.12M	0.92%	24
2013 Q3	$553K	Buy	14,664 +572	+4%	+$21.9K	0.33%	87
2013 Q2	$554K	Buy	+14,092	New	+$566K	0.32%	83

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

First Heartland Consultants's PFF Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.08% in Q2 2026, buying an estimated $280 and bringing the position to 11,766 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #409.

First Heartland Consultants first reported a position in PFF in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.25M in Q3 2016. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

First Heartland Consultants held 11,766 shares of iShares Preferred and Income Securities ETF worth $359K as of Q2 2026.
First Heartland Consultants bought 9 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $280.
iShares Preferred and Income Securities ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #409 holding.
First Heartland Consultants first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's iShares Preferred and Income Securities ETF position peaked at $9.25M in Q3 2016.
178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.