JMBA
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J. M. Brown & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

J. M. Brown & Associates’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 		– Sell
-7,617
Closed -$232K – 165
2026
Q2 		$232K Buy
+7,617
New +$237K 0.13% 153

Other funds holding PFF

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Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. M. Brown & Associates's PFF Position: Q3 2026 in Review

J. M. Brown & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 7,617 shares — an estimated $232K sold.

J. M. Brown & Associates first reported a position in PFF in Q2 2026 and held it in 1 quarter. The position peaked at $232K in Q2 2026. 826 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • J. M. Brown & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • J. M. Brown & Associates sold 7,617 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $232K.
  • J. M. Brown & Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2026 and held it in 1 quarter.
  • J. M. Brown & Associates's iShares Preferred and Income Securities ETF position peaked at $232K in Q2 2026.
  • 826 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.