Focus Partners Wealth’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
Q1
$10.6M Sell
350,499
-6,462
-2% -$202K 0.01% 702
2025
Q4
$11.1M Buy
356,961
+14,738
+4% +$459K 0.01% 668
2025
Q3
$10.8M Buy
342,223
+35,310
+12% +$1.11M 0.02% 542
2025
Q2
$9.42M Buy
306,913
+7,816
+3% +$235K 0.02% 514
2025
Q1
$9.19M Sell
299,097
-5,494
-2% -$173K 0.02% 491
2024
Q4
$9.58M Buy
304,591
+263,107
+634% +$8.59M 0.02% 472
2024
Q3
$1.38M Sell
41,484
-452,062
-92% -$14.5M ﹤0.01% 866
2024
Q2
$15.6M Buy
493,546
+247,657
+101% +$7.8M 0.05% 283
2024
Q1
$7.92M Buy
245,889
+223,980
+1,022% +$7.14M 0.06% 244
2023
Q4
$683K Buy
+21,909
New +$655K 0.01% 522

Other funds holding PFF

Focus Partners Wealth's PFF Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.8% in Q1 2026, selling an estimated $202K and leaving 350,499 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #702.

Focus Partners Wealth first reported a position in PFF in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q2 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Focus Partners Wealth held 350,499 shares of iShares Preferred and Income Securities ETF worth $10.6M as of Q1 2026.
  • Focus Partners Wealth sold 6,462 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $202K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #702 holding.
  • Focus Partners Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Preferred and Income Securities ETF position peaked at $15.6M in Q2 2024.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.