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

Integris 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 Q3	$535K	Sell	18,124 -5,696	-24%	-$173K	0.1%	66
2026 Q2	$726K	Buy	23,820 +321	+1%	+$10K	0.15%	53
2026 Q1	$712K	Buy	23,499 +443	+2%	+$13.9K	0.16%	44
2025 Q4	$714K	Buy	23,056 +472	+2%	+$14.7K	0.16%	48
2025 Q3	$714K	Hold	22,584	–	–	0.17%	48
2025 Q2	$693K	Sell	22,584 -6,327	-22%	-$190K	0.18%	45
2025 Q1	$888K	Buy	28,911 +1,327	+5%	+$41.8K	0.25%	32
2024 Q4	$867K	Buy	27,584 +1,235	+5%	+$40.3K	0.24%	34
2024 Q3	$876K	Buy	26,349 +4,688	+22%	+$151K	0.24%	33
2024 Q2	$683K	Buy	21,661 +348	+2%	+$11K	0.2%	38
2024 Q1	$687K	Sell	21,313 -332	-2%	-$10.6K	0.19%	40
2023 Q4	$675K	Sell	21,645 -263	-1%	-$7.86K	0.2%	40
2023 Q3	$661K	Hold	21,908	–	–	0.22%	39
2023 Q2	$678K	Buy	21,908 +1,075	+5%	+$32.9K	0.24%	36
2023 Q1	$650K	Sell	20,833 -29	-0.1%	-$931	0.24%	37
2022 Q4	$637K	Buy	+20,862	New	+$649K	0.25%	35

Other funds holding PFF

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Integris Wealth Management's PFF Position: Q3 2026 in Review

Integris Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 24% in Q3 2026, selling an estimated $173K and leaving 18,124 shares worth $535K. The position accounts for 0.1% of the portfolio, ranked #66.

Integris Wealth Management first reported a position in PFF in Q4 2022 and has held it in 16 quarters since. The position peaked at $888K in Q1 2025. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Integris Wealth Management held 18,124 shares of iShares Preferred and Income Securities ETF worth $535K as of Q3 2026.
Integris Wealth Management sold 5,696 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $173K.
iShares Preferred and Income Securities ETF made up 0.1% of Integris Wealth Management's portfolio in Q3 2026, its #66 holding.
Integris Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's iShares Preferred and Income Securities ETF position peaked at $888K in Q1 2025.
294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.