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

Intrepid Financial Planning 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	$2.96M	Sell	96,966 -14,042	-13%	-$437K	1%	25
2026 Q1	$3.36M	Sell	111,008 -7,729	-7%	-$242K	1.36%	17
2025 Q4	$3.68M	Sell	118,737 -35,101	-23%	-$1.09M	1.4%	19
2025 Q3	$4.86M	Sell	153,838 -6,620	-4%	-$208K	1.85%	14
2025 Q2	$4.92M	Sell	160,458 -2,200	-1%	-$66.2K	2.07%	12
2025 Q1	$5M	Sell	162,658 -2,727	-2%	-$86K	2.32%	11
2024 Q4	$5.2M	Sell	165,385 -9,150	-5%	-$299K	2.2%	11
2024 Q3	$5.8M	Buy	174,535 +7,457	+4%	+$240K	2.48%	9
2024 Q2	$5.27M	Buy	167,078 +38,276	+30%	+$1.2M	2.26%	9
2024 Q1	$4.15M	Buy	+128,802	New	+$4.11M	1.79%	13

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

Intrepid Financial Planning Group's PFF Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q2 2026, selling an estimated $437K and leaving 96,966 shares worth $2.96M. The position accounts for 1% of the portfolio, ranked #25.

Intrepid Financial Planning Group first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.8M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Intrepid Financial Planning Group held 96,966 shares of iShares Preferred and Income Securities ETF worth $2.96M as of Q2 2026.
Intrepid Financial Planning Group sold 14,042 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $437K.
iShares Preferred and Income Securities ETF made up 1% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #25 holding.
Intrepid Financial Planning Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
Intrepid Financial Planning Group's iShares Preferred and Income Securities ETF position peaked at $5.8M in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.