Hohimer Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hohimer Wealth 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 Q2	$1.84M	Buy	60,486 +2,700	+5%	+$84.1K	0.18%	137
2026 Q1	$1.75M	Sell	57,786 -1,243	-2%	-$38.9K	0.21%	130
2025 Q4	$1.83M	Sell	59,029 -6,252	-10%	-$195K	0.25%	115
2025 Q3	$2.06M	Sell	65,281 -8,333	-11%	-$262K	0.29%	109
2025 Q2	$2.26M	Buy	73,614 +1,000	+1%	+$30.1K	0.4%	74
2025 Q1	$2.23M	Sell	72,614 -988	-1%	-$31.1K	0.43%	76
2024 Q4	$2.31M	Sell	73,602 -10,460	-12%	-$342K	0.44%	77
2024 Q3	$2.79M	Buy	84,062 +625	+0.7%	+$20.1K	0.6%	71
2024 Q2	$2.63M	Sell	83,437 -210	-0.3%	-$6.61K	0.61%	69
2024 Q1	$2.7M	Buy	83,647 +13,981	+20%	+$446K	0.63%	60
2023 Q4	$2.17M	Buy	69,666 +62,000	+809%	+$1.85M	0.55%	63
2023 Q3	$231K	Sell	7,666 -69	-0.9%	-$2.11K	0.07%	177
2023 Q2	$239K	Sell	7,735 -160	-2%	-$4.9K	0.07%	173
2023 Q1	$246K	Sell	7,895 -142	-2%	-$4.56K	0.07%	168
2022 Q4	$245K	Sell	8,037 -3,623	-31%	-$113K	0.08%	143
2022 Q3	$369K	Hold	11,660	–	–	0.12%	145
2022 Q2	$383K	Sell	11,660 -1,172	-9%	-$39.7K	0.11%	153
2022 Q1	$467K	Sell	12,832 -1,128	-8%	-$41.5K	0.09%	150
2021 Q4	$550K	Sell	13,960 -5,523	-28%	-$215K	0.12%	140
2021 Q3	$756K	Sell	19,483 -417	-2%	-$16.4K	0.16%	132
2021 Q2	$783K	Buy	19,900 +220	+1%	+$8.52K	0.16%	133
2021 Q1	$756K	Buy	19,680 +2,465	+14%	+$93.5K	0.18%	125
2020 Q4	$663K	Buy	17,215 +1,435	+9%	+$53.6K	0.18%	133
2020 Q3	$578K	Buy	15,780 +295	+2%	+$10.6K	0.16%	136
2020 Q2	$536K	Buy	15,485 +2,794	+22%	+$95.2K	0.18%	137
2020 Q1	$433K	Buy	12,691 +109	+0.9%	+$3.91K	0.18%	150
2019 Q4	$473K	Buy	+12,582	New	+$469K	0.16%	177

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

Hohimer Wealth Management's PFF Position: Q2 2026 in Review

Hohimer Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.7% in Q2 2026, buying an estimated $84.1K and bringing the position to 60,486 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #137.

Hohimer Wealth Management first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.79M in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Hohimer Wealth Management held 60,486 shares of iShares Preferred and Income Securities ETF worth $1.84M as of Q2 2026.
Hohimer Wealth Management bought 2,700 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $84.1K.
iShares Preferred and Income Securities ETF made up 0.18% of Hohimer Wealth Management's portfolio in Q2 2026, its #137 holding.
Hohimer Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
Hohimer Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.79M in Q3 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.