Klingman & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Klingman & 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	$394K	Hold	13,350	–	–	0.02%	261
2026 Q2	$407K	Sell	13,350 -663	-5%	-$20.7K	0.02%	224
2026 Q1	$425K	Sell	14,013 -204	-1%	-$6.39K	0.02%	211
2025 Q4	$440K	Hold	14,217	–	–	0.02%	206
2025 Q3	$450K	Hold	14,217	–	–	0.02%	201
2025 Q2	$436K	Buy	14,217 +204	+1%	+$6.14K	0.02%	185
2025 Q1	$431K	Hold	14,013	–	–	0.03%	175
2024 Q4	$441K	Hold	14,013	–	–	0.03%	166
2024 Q3	$466K	Hold	14,013	–	–	0.03%	164
2024 Q2	$442K	Hold	14,013	–	–	0.03%	149
2024 Q1	$452K	Hold	14,013	–	–	0.03%	150
2023 Q4	$437K	Buy	+14,013	New	+$419K	0.03%	143
2016 Q3	–	Sell	-45,596	Closed	-$1.82M	–	387
2016 Q2	$1.82M	Sell	45,596 -500	-1%	-$19.6K	0.59%	25
2016 Q1	$1.8M	Hold	46,096	–	–	0.64%	26
2015 Q4	$1.79M	Buy	46,096 +1	+0%	+$39	0.67%	26
2015 Q3	$1.78M	Buy	46,095 +499	+1%	+$19.5K	0.7%	25
2015 Q2	$1.79M	Sell	45,596 -840	-2%	-$33.3K	0.7%	25
2015 Q1	$1.86M	Buy	46,436 +501	+1%	+$20K	0.77%	23
2014 Q4	$1.81M	Buy	+45,935	New	+$1.82M	0.75%	24

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Klingman & Associates's PFF Position: Q3 2026 in Review

Klingman & Associates held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 13,350 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #261.

Klingman & Associates first reported a position in PFF in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.86M in Q1 2015. 228 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Klingman & Associates held 13,350 shares of iShares Preferred and Income Securities ETF worth $394K as of Q3 2026.
Klingman & Associates left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #261 holding.
Klingman & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 19 quarters since.
Klingman & Associates's iShares Preferred and Income Securities ETF position peaked at $1.86M in Q1 2015.
228 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.