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

JDM Financial 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	$33.5K	Sell	1,100 -305	-22%	-$9.5K	0.01%	134
2026 Q1	$42.6K	Hold	1,405	–	–	0.02%	111
2025 Q4	$43.5K	Hold	1,405	–	–	0.02%	106
2025 Q3	$44.4K	Hold	1,405	–	–	0.02%	101
2025 Q2	$43.1K	Hold	1,405	–	–	0.02%	94
2025 Q1	$43.2K	Hold	1,405	–	–	0.02%	97
2024 Q4	$44.2K	Hold	1,405	–	–	0.02%	91
2024 Q3	$46.7K	Hold	1,405	–	–	0.03%	93
2024 Q2	$44.3K	Hold	1,405	–	–	0.03%	83
2024 Q1	$45.3K	Hold	1,405	–	–	0.03%	77
2023 Q4	$43.8K	Hold	1,405	–	–	0.04%	71
2023 Q3	$42.4K	Hold	1,405	–	–	0.04%	72
2023 Q2	$43.5K	Sell	1,405 -830	-37%	-$25.4K	0.04%	75
2023 Q1	$69.8K	Hold	2,235	–	–	0.06%	56
2022 Q4	$68.2K	Buy	+2,235	New	+$69.5K	0.07%	57

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

JDM Financial Group's PFF Position: Q2 2026 in Review

JDM Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q2 2026, selling an estimated $9.5K and leaving 1,100 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #134.

JDM Financial Group first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.8K in Q1 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

JDM Financial Group held 1,100 shares of iShares Preferred and Income Securities ETF worth $33.5K as of Q2 2026.
JDM Financial Group sold 305 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $9.5K.
iShares Preferred and Income Securities ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #134 holding.
JDM Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's iShares Preferred and Income Securities ETF position peaked at $69.8K in Q1 2023.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.