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Liberty Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Liberty Capital Management’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 		$2.98M Buy
+97,748
New +$3.04M 0.51% 54
2025
Q4 		$3.1M Sell
100,030
-117
-0.1% -$3.64K 0.58% 47
2025
Q3 		$3.17M Buy
100,147
+25
+0% +$786 0.6% 50
2025
Q2 		$3.07M Hold
100,122
– – 0.62% 49
2025
Q1 		$3.08M Sell
100,122
-2,318
-2% -$73.1K 0.68% 42
2024
Q4 		$3.22M Sell
102,440
-8,721
-8% -$285K 0.71% 41
2024
Q3 		$3.69M Sell
111,161
-3,262
-3% -$105K 0.82% 39
2024
Q2 		$3.61M Sell
114,423
-10,725
-9% -$338K 0.86% 38
2024
Q1 		$4.03M Sell
125,148
-41,990
-25% -$1.34M 0.99% 34
2023
Q4 		$5.21M Sell
167,138
-14,315
-8% -$428K 1.37% 23
2023
Q3 		$5.47M Sell
181,453
-15,915
-8% -$486K 1.62% 20
2023
Q2 		$6.1M Sell
197,368
-275
-0.1% -$8.41K 1.83% 15
2023
Q1 		$6.17M Sell
197,643
-3,250
-2% -$104K 2.03% 13
2022
Q4 		$6.13M Sell
200,893
-22,871
-10% -$711K 2.13% 11
2022
Q3 		$7.09M Sell
223,764
-2,779
-1% -$93.2K 2.65% 8
2022
Q2 		$7.45M Sell
226,543
-20,592
-8% -$697K 2.65% 8
2022
Q1 		$9M Sell
247,135
-15,640
-6% -$575K 2.63% 9
2021
Q4 		$10.4M Buy
262,775
+20,845
+9% +$810K 2.8% 8
2021
Q3 		$9.39M Buy
241,930
+110,798
+84% +$4.35M 2.77% 8
2021
Q2 		$5.16M Buy
131,132
+50,859
+63% +$1.97M 1.57% 19
2021
Q1 		$3.08M Buy
80,273
+17,590
+28% +$667K 1.06% 34
2020
Q4 		$2.41M Buy
+62,683
New +$2.34M 0.87% 40
2020
Q2 		$684K Buy
19,741
+7,846
+66% +$267K 0.3% 74
2020
Q1 		$379K Buy
+11,895
New +$427K 0.2% 84
2017
Q4 		– Sell
-836
Closed -$32K – 268
2017
Q3 		$32K Buy
+836
New +$32.6K 0.02% 205

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Capital Management's PFF Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 97,748 shares worth $2.98M. The stake represents 0.51% of the portfolio and ranks #54 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in PFF as recently as Q4 2025.

Liberty Capital Management first reported a position in PFF in Q3 2017 and has held it in 25 quarters since. The position peaked at $10.4M in Q4 2021. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Liberty Capital Management held 97,748 shares of iShares Preferred and Income Securities ETF worth $2.98M as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.51% of Liberty Capital Management's portfolio in Q2 2026, its #54 holding.
  • Liberty Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and has held it in 25 quarters since.
  • Liberty Capital Management's iShares Preferred and Income Securities ETF position peaked at $10.4M in Q4 2021.
  • 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.