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Hegarty Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hegarty 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
Q2 		$205K Buy
6,709
+90
+1% +$2.8K 0.14% 66
2026
Q1 		$201K Buy
6,619
+33
+0.5% +$1.03K 0.16% 57
2025
Q4 		$204K Buy
+6,586
New +$205K 0.18% 55

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hegarty Advisors's PFF Position: Q2 2026 in Review

Hegarty Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, buying an estimated $2.8K and bringing the position to 6,709 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #66.

Hegarty Advisors first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Hegarty Advisors held 6,709 shares of iShares Preferred and Income Securities ETF worth $205K as of Q2 2026.
  • Hegarty Advisors bought 90 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.8K.
  • iShares Preferred and Income Securities ETF made up 0.14% of Hegarty Advisors's portfolio in Q2 2026, its #66 holding.
  • Hegarty Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.