Investmark Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investmark Advisory 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	$204K	Buy	+6,689	New	+$208K	0.08%	143
2026 Q1	–	Sell	-8,297	Closed	-$257K	–	146
2025 Q4	$257K	Sell	8,297 -817	-9%	-$25.4K	0.11%	116
2025 Q3	$288K	Sell	9,114 -798	-8%	-$25.1K	0.13%	109
2025 Q2	$304K	Buy	9,912 +289	+3%	+$8.7K	0.14%	101
2025 Q1	$296K	Sell	9,623 -783	-8%	-$24.7K	0.15%	95
2024 Q4	$327K	Sell	10,406 -6,000	-37%	-$196K	0.16%	89
2024 Q3	$545K	Sell	16,406 -4,326	-21%	-$139K	0.26%	65
2024 Q2	$654K	Buy	20,732 +417	+2%	+$13.1K	0.35%	58
2024 Q1	$655K	Buy	20,315 +1,985	+11%	+$63.3K	0.36%	57
2023 Q4	$572K	Sell	18,330 -322	-2%	-$9.62K	0.34%	61
2023 Q3	$562K	Buy	18,652 +2,733	+17%	+$83.5K	0.38%	53
2023 Q2	$492K	Buy	+15,919	New	+$487K	0.33%	56

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

Investmark Advisory Group's PFF Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 6,689 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #143 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in PFF as recently as Q4 2025.

Investmark Advisory Group first reported a position in PFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $655K in Q1 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Investmark Advisory Group held 6,689 shares of iShares Preferred and Income Securities ETF worth $204K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Investmark Advisory Group position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.08% of Investmark Advisory Group's portfolio in Q2 2026, its #143 holding.
Investmark Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 12 quarters since.
Investmark Advisory Group's iShares Preferred and Income Securities ETF position peaked at $655K in Q1 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.