BFC Planning, Inc.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BFC Planning, Inc.’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	$2.16M	Buy	70,765 +3,448	+5%	+$107K	0.09%	231
2026 Q1	$2.04M	Buy	67,317 +8,775	+15%	+$275K	0.09%	227
2025 Q4	$1.81M	Buy	58,542 +453	+0.8%	+$14.1K	0.08%	241
2025 Q3	$1.84M	Buy	58,089 +2,390	+4%	+$75.2K	0.13%	139
2025 Q2	$1.71M	Sell	55,699 -5,690	-9%	-$171K	0.13%	145
2025 Q1	$1.89M	Buy	61,389 +2,951	+5%	+$93K	0.17%	115
2024 Q4	$1.84M	Buy	+58,438	New	+$1.91M	0.15%	120

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 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFC Planning, Inc.'s PFF Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Preferred and Income Securities ETF (PFF) stake by 5.1% in Q2 2026, buying an estimated $107K and bringing the position to 70,765 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #231.

BFC Planning, Inc. first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

BFC Planning, Inc. held 70,765 shares of iShares Preferred and Income Securities ETF worth $2.16M as of Q2 2026.
BFC Planning, Inc. bought 3,448 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $107K.
iShares Preferred and Income Securities ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #231 holding.
BFC Planning, Inc. first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.