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Independent Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independent Financial Group’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 		$5.69M Sell
186,644
-4,996
-3% -$156K 0.11% 193
2026
Q1 		$5.81M Buy
191,640
+4,191
+2% +$131K 0.13% 155
2025
Q4 		$5.8M Sell
187,449
-11,031
-6% -$344K 0.13% 151
2025
Q3 		$6.28M Buy
198,480
+20,389
+11% +$641K 0.15% 126
2025
Q2 		$5.46M Sell
178,091
-9,367
-5% -$282K 0.15% 130
2025
Q1 		$5.76M Sell
187,458
-6,147
-3% -$194K 0.2% 100
2024
Q4 		$6.09M Buy
193,605
+8,298
+4% +$271K 0.2% 96
2024
Q3 		$6.16M Buy
185,307
+11,201
+6% +$360K 0.23% 84
2024
Q2 		$5.49M Buy
174,106
+22,543
+15% +$710K 0.22% 88
2024
Q1 		$4.88M Sell
151,563
-4,041
-3% -$129K 0.22% 95
2023
Q4 		$4.85M Buy
155,604
+8,884
+6% +$265K 0.26% 87
2023
Q3 		$4.42M Sell
146,720
-54,005
-27% -$1.65M 0.29% 69
2023
Q2 		$6.21M Buy
200,725
+4,673
+2% +$143K 0.43% 34
2023
Q1 		$6.12M Buy
196,052
+151,800
+343% +$4.88M 0.49% 31
2022
Q4 		$1.35M Sell
44,252
-3,574
-7% -$111K 0.12% 180
2022
Q3 		$1.51M Sell
47,826
-2,995
-6% -$100K 0.14% 150
2022
Q2 		$1.67M Sell
50,821
-71,422
-58% -$2.42M 0.18% 139
2022
Q1 		$4.45M Buy
122,243
+7,185
+6% +$264K 0.36% 44
2021
Q4 		$4.54M Buy
115,058
+4,640
+4% +$180K 0.37% 38
2021
Q3 		$4.29M Buy
110,418
+3,106
+3% +$122K 0.44% 38
2021
Q2 		$4.22M Buy
107,312
+20,170
+23% +$781K 0.45% 37
2021
Q1 		$3.35M Buy
87,142
+426
+0.5% +$16.2K 0.43% 43
2020
Q4 		$3.34M Buy
86,716
+27,407
+46% +$1.02M 0.49% 33
2020
Q3 		$2.16M Buy
59,309
+22,162
+60% +$797K 0.41% 49
2020
Q2 		$1.29M Buy
37,147
+2,291
+7% +$78.1K 0.28% 84
2020
Q1 		$1.11M Buy
+34,856
New +$1.25M 0.33% 73

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Independent Financial Group's PFF Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q2 2026, selling an estimated $156K and leaving 186,644 shares worth $5.69M. The position accounts for 0.11% of the portfolio, ranked #193.

Independent Financial Group first reported a position in PFF in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.28M in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Independent Financial Group held 186,644 shares of iShares Preferred and Income Securities ETF worth $5.69M as of Q2 2026.
  • Independent Financial Group sold 4,996 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $156K.
  • iShares Preferred and Income Securities ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #193 holding.
  • Independent Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Preferred and Income Securities ETF position peaked at $6.28M in Q3 2025.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.