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John Boyer Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

John Boyer Inc’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 		– Sell
-7,608
Closed -$231K – 41
2026
Q1 		$231K Sell
7,608
-4,463
-37% -$140K 0.23% 38
2025
Q4 		$374K Sell
12,071
-1,817
-13% -$56.6K 0.38% 28
2025
Q3 		$439K Buy
+13,888
New +$437K 0.44% 23

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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John Boyer Inc's PFF Position: Q2 2026 in Review

John Boyer Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,608 shares — an estimated $231K sold.

John Boyer Inc first reported a position in PFF in Q3 2025 and held it in 3 quarters. The position peaked at $439K in Q3 2025. 936 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • John Boyer Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • John Boyer Inc sold 7,608 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $231K.
  • John Boyer Inc first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 3 quarters.
  • John Boyer Inc's iShares Preferred and Income Securities ETF position peaked at $439K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.