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

HFG 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	$1.67M	Sell	54,893 -501	-0.9%	-$15.6K	1.04%	27
2026 Q1	$1.68M	Sell	55,394 -1,980	-3%	-$62K	1.18%	24
2025 Q4	$1.78M	Sell	57,374 -2,569	-4%	-$80K	1.29%	22
2025 Q3	$1.9M	Sell	59,943 -3,015	-5%	-$94.8K	1.4%	21
2025 Q2	$1.93M	Sell	62,958 -3,410	-5%	-$103K	1.53%	20
2025 Q1	$2.04M	Buy	66,368 +5,991	+10%	+$189K	1.74%	16
2024 Q4	$1.9M	Buy	60,377 +519	+0.9%	+$16.9K	1.66%	15
2024 Q3	$1.99M	Sell	59,858 -1,239	-2%	-$39.9K	1.76%	16
2024 Q2	$1.93M	Buy	61,097 +840	+1%	+$26.4K	1.8%	16
2024 Q1	$1.94M	Buy	60,257 +1,857	+3%	+$59.2K	1.72%	14
2023 Q4	$1.82M	Sell	58,400 -1,731	-3%	-$51.7K	1.75%	14
2023 Q3	$1.81M	Buy	60,131 +232	+0.4%	+$7.09K	1.98%	13
2023 Q2	$1.85M	Buy	59,899 +2,348	+4%	+$71.8K	1.96%	13
2023 Q1	$1.8M	Buy	57,551 +1,115	+2%	+$35.8K	2.05%	12
2022 Q4	$1.72M	Buy	56,436 +109	+0.2%	+$3.39K	2.03%	12
2022 Q3	$1.78M	Buy	56,327 +927	+2%	+$31.1K	2.48%	10
2022 Q2	$1.82M	Buy	55,400 +3,112	+6%	+$105K	2.46%	11
2022 Q1	$1.9M	Buy	52,288 +21,614	+70%	+$795K	2.17%	13
2021 Q4	$1.21M	Buy	+30,674	New	+$1.19M	1.36%	23

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 22.96% 1-Year Est. Return

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

HFG Advisors's PFF Position: Q2 2026 in Review

HFG Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.9% in Q2 2026, selling an estimated $15.6K and leaving 54,893 shares worth $1.67M. The position accounts for 1.04% of the portfolio, ranked #27.

HFG Advisors first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

HFG Advisors held 54,893 shares of iShares Preferred and Income Securities ETF worth $1.67M as of Q2 2026.
HFG Advisors sold 501 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $15.6K.
iShares Preferred and Income Securities ETF made up 1.04% of HFG Advisors's portfolio in Q2 2026, its #27 holding.
HFG Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
HFG Advisors's iShares Preferred and Income Securities ETF position peaked at $2.04M in Q1 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.