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 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

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

Klingman & Associates's PFF Position: Q2 2026 in Review

Klingman & Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.7% in Q2 2026, selling an estimated $20.7K and leaving 13,350 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #224.

Klingman & Associates first reported a position in PFF in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.86M in Q1 2015. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Klingman & Associates held 13,350 shares of iShares Preferred and Income Securities ETF worth $407K as of Q2 2026.
Klingman & Associates sold 663 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $20.7K.
iShares Preferred and Income Securities ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #224 holding.
Klingman & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 18 quarters since.
Klingman & Associates's iShares Preferred and Income Securities ETF position peaked at $1.86M in Q1 2015.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.