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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fort Sheridan Advisors's PFF Position: Q1 2026 in Review

Fort Sheridan Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.5% in Q1 2026, buying an estimated $9.86K and bringing the position to 9,379 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #236.

Fort Sheridan Advisors first reported a position in PFF in Q2 2020 and has held it in 20 quarters since. The position peaked at $551K in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Fort Sheridan Advisors held 9,379 shares of iShares Preferred and Income Securities ETF worth $284K as of Q1 2026.
Fort Sheridan Advisors bought 315 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $9.86K.
iShares Preferred and Income Securities ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q1 2026, its #236 holding.
Fort Sheridan Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 20 quarters since.
Fort Sheridan Advisors's iShares Preferred and Income Securities ETF position peaked at $551K in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.