Fort Sheridan Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fort Sheridan Advisors’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	$286K	Hold	9,379	–	–	0.03%	240
2026 Q1	$284K	Buy	9,379 +315	+3%	+$9.86K	0.03%	236
2025 Q4	$281K	Hold	9,064	–	–	0.04%	221
2025 Q3	$287K	Sell	9,064 -3,843	-30%	-$121K	0.04%	214
2025 Q2	$396K	Buy	12,907 +275	+2%	+$8.28K	0.06%	182
2025 Q1	$388K	Sell	12,632 -750	-6%	-$23.6K	0.06%	180
2024 Q4	$421K	Hold	13,382	–	–	0.06%	176
2024 Q3	$445K	Sell	13,382 -3,019	-18%	-$97.2K	0.07%	164
2024 Q2	$517K	Buy	16,401 +4,625	+39%	+$146K	0.08%	143
2024 Q1	$380K	Buy	11,776 +88	+0.8%	+$2.81K	0.07%	156
2023 Q4	$365K	Sell	11,688 -1,044	-8%	-$31.2K	0.07%	148
2023 Q3	$384K	Buy	12,732 +640	+5%	+$19.6K	0.09%	134
2023 Q2	$374K	Hold	12,092	–	–	0.09%	138
2023 Q1	$378K	Buy	+12,092	New	+$388K	0.1%	134
2022 Q1	–	Sell	-13,979	Closed	-$551K	–	198
2021 Q4	$551K	Buy	13,979 +382	+3%	+$14.8K	0.16%	102
2021 Q3	$528K	Buy	13,597 +590	+5%	+$23.1K	0.17%	99
2021 Q2	$512K	Buy	13,007 +1,303	+11%	+$50.5K	0.17%	98
2021 Q1	$449K	Buy	11,704 +2,655	+29%	+$101K	0.18%	86
2020 Q4	$348K	Hold	9,049	–	–	0.17%	84
2020 Q3	$330K	Hold	9,049	–	–	0.2%	71
2020 Q2	$313K	Buy	+9,049	New	+$308K	0.19%	69

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

Fort Sheridan Advisors's PFF Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 9,379 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #240.

Fort Sheridan Advisors first reported a position in PFF in Q2 2020 and has held it in 21 quarters since. The position peaked at $551K in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Fort Sheridan Advisors held 9,379 shares of iShares Preferred and Income Securities ETF worth $286K as of Q2 2026.
Fort Sheridan Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #240 holding.
Fort Sheridan Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 21 quarters since.
Fort Sheridan Advisors's iShares Preferred and Income Securities ETF position peaked at $551K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.