Grandview Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Grandview Asset Management’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	$732K	Sell	24,141 -5,903	-20%	-$185K	0.21%	69
2025 Q4	$930K	Sell	30,044 -3,527	-11%	-$110K	0.26%	66
2025 Q3	$1.06M	Sell	33,571 -3,085	-8%	-$97K	0.3%	54
2025 Q2	$1.13M	Sell	36,656 -6,202	-14%	-$187K	0.36%	46
2025 Q1	$1.32M	Sell	42,858 -5,551	-11%	-$175K	0.5%	41
2024 Q4	$1.52M	Buy	+48,409	New	+$1.58M	0.56%	35
2024 Q2	–	Sell	-55,479	Closed	-$1.79M	–	89
2024 Q1	$1.79M	Sell	55,479 -3,436	-6%	-$110K	0.81%	27
2023 Q4	$1.84M	Sell	58,915 -5,652	-9%	-$169K	0.97%	25
2023 Q3	$1.95M	Buy	+64,567	New	+$1.97M	1.12%	23
2023 Q2	–	Sell	-72,606	Closed	-$2.27M	–	97
2023 Q1	$2.27M	Sell	72,606 -5,714	-7%	-$184K	1.33%	17
2022 Q4	$2.39M	Sell	78,320 -11,236	-13%	-$350K	1.49%	14
2022 Q3	$2.84M	Sell	89,556 -5,364	-6%	-$180K	1.8%	12
2022 Q2	$3.12M	Sell	94,920 -9,987	-10%	-$338K	1.75%	12
2022 Q1	$3.82M	Sell	104,907 -4,438	-4%	-$163K	1.62%	12
2021 Q4	$4.31M	Buy	+109,345	New	+$4.25M	1.73%	11
2021 Q3	–	Sell	-100,066	Closed	-$3.94M	–	101
2021 Q2	$3.94M	Buy	100,066 +31,447	+46%	+$1.22M	2.16%	12
2021 Q1	$2.63M	Buy	68,619 +55,404	+419%	+$2.1M	1.4%	16
2020 Q4	$509K	Buy	13,215 +564	+4%	+$21.1K	0.33%	71
2020 Q3	$461K	Buy	12,651 +1,896	+18%	+$68.2K	0.37%	65
2020 Q2	$373K	Buy	+10,755	New	+$366K	0.33%	71
2020 Q1	–	Sell	-12,034	Closed	-$455K	–	62
2019 Q4	$455K	Sell	12,034 -1,928	-14%	-$71.9K	0.43%	53
2019 Q3	$521K	Buy	+13,962	New	+$520K	0.47%	54

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

Grandview Asset Management's PFF Position: Q1 2026 in Review

Grandview Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 20% in Q1 2026, selling an estimated $185K and leaving 24,141 shares worth $732K. The position accounts for 0.21% of the portfolio, ranked #69.

Grandview Asset Management first reported a position in PFF in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.31M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Grandview Asset Management held 24,141 shares of iShares Preferred and Income Securities ETF worth $732K as of Q1 2026.
Grandview Asset Management sold 5,903 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $185K.
iShares Preferred and Income Securities ETF made up 0.21% of Grandview Asset Management's portfolio in Q1 2026, its #69 holding.
Grandview Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 22 quarters since.
Grandview Asset Management's iShares Preferred and Income Securities ETF position peaked at $4.31M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.