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Hazlett, Burt & Watson’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hazlett, Burt & Watson’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 		$7K Sell
225
-848
-79% -$26.4K ﹤0.01% 741
2026
Q1 		$33K Sell
1,073
-100
-9% -$3.13K 0.01% 519
2025
Q4 		$36K Buy
1,173
+4
+0.3% +$125 0.01% 499
2025
Q3 		$37K Sell
1,169
-541
-32% -$17K 0.01% 467
2025
Q2 		$52K Buy
1,710
+15
+0.9% +$452 0.02% 370
2025
Q1 		$52K Buy
1,695
+9
+0.5% +$284 0.02% 352
2024
Q4 		$53K Sell
1,686
-333
-16% -$10.9K 0.02% 356
2024
Q3 		$66K Buy
2,019
+492
+32% +$15.8K 0.03% 322
2024
Q2 		$49K Sell
1,527
-335
-18% -$10.5K 0.03% 339
2024
Q1 		$60K Hold
1,862
– – 0.04% 310
2023
Q4 		$59K Hold
1,862
– – 0.04% 286
2023
Q3 		$56K Sell
1,862
-340
-15% -$10.4K 0.04% 284
2023
Q2 		$68K Sell
2,202
-185
-8% -$5.66K 0.05% 261
2023
Q1 		$76K Sell
2,387
-297
-11% -$9.54K 0.06% 230
2022
Q4 		$82K Sell
2,684
-223
-8% -$6.94K 0.07% 208
2022
Q3 		$93K Sell
2,907
-245
-8% -$8.21K 0.09% 187
2022
Q2 		$104K Buy
3,152
+29
+0.9% +$981 0.1% 192
2022
Q1 		$113K Buy
+3,123
New +$115K 0.09% 198

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hazlett, Burt & Watson's PFF Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares Preferred and Income Securities ETF (PFF) stake by 79% in Q2 2026, selling an estimated $26.4K and leaving 225 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Hazlett, Burt & Watson first reported a position in PFF in Q1 2022 and has held it in 18 quarters since. The position peaked at $113K in Q1 2022. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Hazlett, Burt & Watson held 225 shares of iShares Preferred and Income Securities ETF worth $7K as of Q2 2026.
  • Hazlett, Burt & Watson sold 848 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #741 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's iShares Preferred and Income Securities ETF position peaked at $113K in Q1 2022.
  • 970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.