J.W. Coons Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
10,415
-1,060
-9% -$31.9K 0.07% 199
2025
Q1
$353K Sell
11,475
-105
-0.9% -$3.31K 0.09% 177
2024
Q4
$364K Buy
11,580
+2,330
+25% +$76.1K 0.09% 177
2024
Q3
$307K Buy
9,250
+420
+5% +$13.5K 0.08% 195
2024
Q2
$279K Buy
8,830
+800
+10% +$25.2K 0.07% 200
2024
Q1
$259K Buy
8,030
+1,200
+18% +$38.3K 0.06% 209
2023
Q4
$213K Sell
6,830
-415
-6% -$12.4K 0.06% 231
2023
Q3
$218K Buy
+7,245
New +$221K 0.06% 215
2022
Q3
Sell
-6,125
Closed -$201K 218
2022
Q2
$201K Hold
6,125
0.07% 238
2022
Q1
$223K Hold
6,125
0.07% 243
2021
Q4
$242K Buy
+6,125
New +$238K 0.07% 220

Other funds holding PFF

J.W. Coons Advisors's PFF Position: Q2 2025 in Review

J.W. Coons Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 9.2% in Q2 2025, selling an estimated $31.9K and leaving 10,415 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #199.

J.W. Coons Advisors first reported a position in PFF in Q4 2021 and has held it in 11 quarters since. The position peaked at $364K in Q4 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • J.W. Coons Advisors held 10,415 shares of iShares Preferred and Income Securities ETF worth $320K as of Q2 2025.
  • J.W. Coons Advisors sold 1,060 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $31.9K.
  • iShares Preferred and Income Securities ETF made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #199 holding.
  • J.W. Coons Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 11 quarters since.
  • J.W. Coons Advisors's iShares Preferred and Income Securities ETF position peaked at $364K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.