Ipswich Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ipswich Investment 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 Q2	$987K	Sell	32,364 -1,500	-4%	-$46.7K	0.21%	88
2026 Q1	$1.03M	Hold	33,864	–	–	0.24%	83
2025 Q4	$1.05M	Hold	33,864	–	–	0.24%	81
2025 Q3	$1.07M	Hold	33,864	–	–	0.25%	82
2025 Q2	$1.04M	Sell	33,864 -3,500	-9%	-$105K	0.25%	83
2025 Q1	$1.15M	Hold	37,364	–	–	0.28%	75
2024 Q4	$1.17M	Hold	37,364	–	–	0.28%	76
2024 Q3	$1.24M	Hold	37,364	–	–	0.29%	76
2024 Q2	$1.18M	Buy	37,364 +100	+0.3%	+$3.15K	0.28%	76
2024 Q1	$1.2M	Buy	37,264 +4,800	+15%	+$153K	0.28%	75
2023 Q4	$1.01M	Sell	32,464 -1,080	-3%	-$32.3K	0.26%	83
2023 Q3	$1.01M	Buy	33,544 +1,200	+4%	+$36.7K	0.28%	85
2023 Q2	$1M	Hold	32,344	–	–	0.26%	87
2023 Q1	$1.01M	Buy	32,344 +925	+3%	+$29.7K	0.28%	85
2022 Q4	$959K	Hold	31,419	–	–	0.27%	90
2022 Q3	$995K	Sell	31,419 -10,250	-25%	-$344K	0.32%	83
2022 Q2	$1.37M	Buy	41,669 +4,525	+12%	+$153K	0.39%	74
2022 Q1	$1.35M	Sell	37,144 -5,200	-12%	-$191K	0.34%	81
2021 Q4	$1.67M	Buy	42,344 +7,550	+22%	+$293K	0.39%	74
2021 Q3	$1.35M	Buy	34,794 +4,400	+14%	+$173K	0.35%	83
2021 Q2	$1.2M	Buy	30,394 +24,400	+407%	+$945K	0.31%	88
2021 Q1	$230K	Hold	5,994	–	–	0.06%	176
2020 Q4	$231K	Hold	5,994	–	–	0.07%	166
2020 Q3	$218K	Buy	+5,994	New	+$216K	0.07%	159
2019 Q1	–	Sell	-144	Closed	-$5K	–	320
2018 Q4	$5K	Buy	+144	New	+$5.1K	﹤0.01%	408
2016 Q2	–	Sell	-144	Closed	-$6K	–	270
2016 Q1	$6K	Buy	+144	New	+$5.5K	﹤0.01%	352

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ipswich Investment Management's PFF Position: Q2 2026 in Review

Ipswich Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.4% in Q2 2026, selling an estimated $46.7K and leaving 32,364 shares worth $987K. The position accounts for 0.21% of the portfolio, ranked #88.

Ipswich Investment Management first reported a position in PFF in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.67M in Q4 2021. 240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Ipswich Investment Management held 32,364 shares of iShares Preferred and Income Securities ETF worth $987K as of Q2 2026.
Ipswich Investment Management sold 1,500 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $46.7K.
iShares Preferred and Income Securities ETF made up 0.21% of Ipswich Investment Management's portfolio in Q2 2026, its #88 holding.
Ipswich Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and has held it in 26 quarters since.
Ipswich Investment Management's iShares Preferred and Income Securities ETF position peaked at $1.67M in Q4 2021.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.