IEQ Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

IEQ Capital’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	–	Sell	-22,789	Closed	-$706K	–	2033
2025 Q4	$706K	Hold	22,789	–	–	﹤0.01%	1179
2025 Q3	$721K	Buy	+22,789	New	+$717K	﹤0.01%	1140
2024 Q3	–	Sell	-6,641	Closed	-$210K	–	1189
2024 Q2	$210K	Buy	+6,641	New	+$209K	﹤0.01%	903
2020 Q2	–	Sell	-10,144	Closed	-$323K	–	380
2020 Q1	$323K	Buy	10,144 +9	+0.1%	+$323	0.03%	264
2019 Q4	$381K	Buy	+10,135	New	+$378K	0.03%	268

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

IEQ Capital's PFF Position: Q1 2026 in Review

IEQ Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 22,789 shares — an estimated $706K sold.

IEQ Capital first reported a position in PFF in Q4 2019 and held it in 5 quarters. The position peaked at $721K in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

IEQ Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 22,789 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $706K.
IEQ Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 5 quarters.
IEQ Capital's iShares Preferred and Income Securities ETF position peaked at $721K in Q3 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.