Mark Sheptoff Financial Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$15.7K	Hold	500	–	–	0.01%	297
2025 Q4	$15.5K	Sell	500 -12,210	-96%	-$380K	0.01%	302
2025 Q3	$402K	Buy	+12,710	New	+$400K	0.19%	68
2018 Q2	–	Sell	-500	Closed	-$19K	–	384
2018 Q1	$19K	Buy	+500	New	+$18.8K	0.01%	237
2016 Q1	–	Sell	-1,575	Closed	-$61K	–	388
2015 Q4	$61K	Buy	1,575 +650	+70%	+$25.3K	0.05%	154
2015 Q3	$36K	Buy	+925	New	+$36.2K	0.03%	179

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's PFF Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 500 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #297.

Mark Sheptoff Financial Planning first reported a position in PFF in Q3 2015 and has held it in 6 quarters since. The position peaked at $402K in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Mark Sheptoff Financial Planning held 500 shares of iShares Preferred and Income Securities ETF worth $15.7K as of Q1 2026.
Mark Sheptoff Financial Planning left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #297 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and has held it in 6 quarters since.
Mark Sheptoff Financial Planning's iShares Preferred and Income Securities ETF position peaked at $402K in Q3 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.