KMG Fiduciary Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

KMG Fiduciary Partners’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	$2.59M	Sell	84,961 -1,789	-2%	-$55.7K	0.24%	80
2026 Q1	$2.63M	Buy	86,750 +2,166	+3%	+$67.8K	0.19%	115
2025 Q4	$2.62M	Buy	84,584 +21,078	+33%	+$656K	0.19%	108
2025 Q3	$2.01M	Buy	63,506 +863	+1%	+$27.1K	0.13%	139
2025 Q2	$1.92M	Sell	62,643 -3,134	-5%	-$94.3K	0.14%	136
2025 Q1	$2.02M	Sell	65,777 -25,579	-28%	-$806K	0.17%	131
2024 Q4	$2.87M	Sell	91,356 -3,122	-3%	-$102K	0.24%	98
2024 Q3	$3.14M	Sell	94,478 -2,152	-2%	-$69.3K	0.27%	86
2024 Q2	$3.05M	Buy	96,630 +4,146	+4%	+$131K	0.3%	79
2024 Q1	$2.98M	Buy	92,484 +4,635	+5%	+$148K	0.31%	77
2023 Q4	$2.74M	Buy	87,849 +802	+0.9%	+$24K	0.32%	79
2023 Q3	$2.62M	Buy	87,047 +3,317	+4%	+$101K	0.35%	75
2023 Q2	$2.59M	Buy	83,730 +13,232	+19%	+$405K	0.34%	76
2023 Q1	$2.2M	Buy	70,498 +33,731	+92%	+$1.08M	0.32%	84
2022 Q4	$1.12M	Buy	36,767 +3,296	+10%	+$103K	0.18%	116
2022 Q3	$1.06M	Buy	33,471 +920	+3%	+$30.8K	0.2%	103
2022 Q2	$1.07M	Buy	32,551 +11,393	+54%	+$386K	0.2%	101
2022 Q1	$771K	Buy	+21,158	New	+$778K	0.12%	126
2021 Q3	–	Sell	-5,978	Closed	-$235K	–	206
2021 Q2	$235K	Sell	5,978 -26	-0.4%	-$1.01K	0.04%	187
2021 Q1	$231K	Buy	6,004 +79	+1%	+$3K	0.05%	163
2020 Q4	$227K	Buy	+5,925	New	+$221K	0.05%	154
2020 Q3	–	Sell	-6,078	Closed	-$211K	–	145
2020 Q2	$211K	Sell	6,078 -2,225	-27%	-$75.8K	0.06%	127
2020 Q1	$264K	Sell	8,303 -9,506	-53%	-$341K	0.09%	112
2019 Q4	$669K	Sell	17,809 -15,589	-47%	-$582K	0.2%	78
2019 Q3	$1.25M	Buy	33,398 +4,474	+15%	+$166K	0.43%	46
2019 Q2	$1.07M	Sell	28,924 -2,177	-7%	-$79.8K	0.39%	52
2019 Q1	$1.14M	Buy	31,101 +3,491	+13%	+$125K	0.43%	44
2018 Q4	$945K	Buy	+27,610	New	+$978K	0.43%	47

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 22.9% 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

KMG Fiduciary Partners's PFF Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q2 2026, selling an estimated $55.7K and leaving 84,961 shares worth $2.59M. The position accounts for 0.24% of the portfolio, ranked #80.

KMG Fiduciary Partners first reported a position in PFF in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.14M in Q3 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

KMG Fiduciary Partners held 84,961 shares of iShares Preferred and Income Securities ETF worth $2.59M as of Q2 2026.
KMG Fiduciary Partners sold 1,789 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $55.7K.
iShares Preferred and Income Securities ETF made up 0.24% of KMG Fiduciary Partners's portfolio in Q2 2026, its #80 holding.
KMG Fiduciary Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 28 quarters since.
KMG Fiduciary Partners's iShares Preferred and Income Securities ETF position peaked at $3.14M in Q3 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.