GLOBALT Investments’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
Q2
$291K Sell
9,553
-523
-5% -$16.3K 0.01% 201
2026
Q1
$306K Buy
10,076
+70
+0.7% +$2.19K 0.01% 191
2025
Q4
$310K Sell
10,006
-373
-4% -$11.6K 0.01% 190
2025
Q3
$328K Sell
10,379
-611
-6% -$19.2K 0.01% 190
2025
Q2
$337K Sell
10,990
-1,374
-11% -$41.4K 0.01% 190
2025
Q1
$380K Sell
12,364
-1,367
-10% -$43.1K 0.02% 185
2024
Q4
$432K Sell
13,731
-40
-0.3% -$1.31K 0.02% 184
2024
Q3
$458K Sell
13,771
-408
-3% -$13.1K 0.02% 182
2024
Q2
$447K Sell
14,179
-1,931
-12% -$60.8K 0.02% 185
2024
Q1
$519K Sell
16,110
-284
-2% -$9.05K 0.02% 176
2023
Q4
$511K Buy
+16,394
New +$490K 0.02% 175

Other funds holding PFF

GLOBALT Investments's PFF Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.2% in Q2 2026, selling an estimated $16.3K and leaving 9,553 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #201.

GLOBALT Investments first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $519K in Q1 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • GLOBALT Investments held 9,553 shares of iShares Preferred and Income Securities ETF worth $291K as of Q2 2026.
  • GLOBALT Investments sold 523 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Preferred and Income Securities ETF made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #201 holding.
  • GLOBALT Investments first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's iShares Preferred and Income Securities ETF position peaked at $519K in Q1 2024.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.