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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.6M Buy
+543,016
New +$16.9M 4.29% 7
2026
Q1
– Sell
-194,422
Closed -$6.02M – 55
2025
Q4
$6.02M Buy
194,422
+10,594
+6% +$330K 1.65% 23
2025
Q3
$5.81M Buy
183,828
+82,833
+82% +$2.6M 1.77% 23
2025
Q2
$3.1M Sell
100,995
-93,904
-48% -$2.83M 1.21% 22
2025
Q1
$5.99M Buy
+194,899
New +$6.14M 2.28% 16

Other funds holding PFF

Independence Financial Advisors's PFF Position: Q2 2026 in Review

Independence Financial Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 543,016 shares worth $16.6M. The stake represents 4.29% of the portfolio and ranks #7 among its holdings. This is a return to the name: Independence Financial Advisors previously reported a position in PFF as recently as Q4 2025.

Independence Financial Advisors first reported a position in PFF in Q1 2025 and has held it in 5 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Independence Financial Advisors held 543,016 shares of iShares Preferred and Income Securities ETF worth $16.6M as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Independence Financial Advisors position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 4.29% of Independence Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Independence Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.