MassMutual Private Wealth & Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MassMutual Private Wealth & Trust’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	$6.27M	Sell	205,596 -2,900	-1%	-$90.3K	0.16%	116
2026 Q1	$6.32M	Buy	208,496 +5,762	+3%	+$180K	0.17%	112
2025 Q4	$6.28M	Buy	202,734 +2,365	+1%	+$73.7K	0.16%	115
2025 Q3	$6.34M	Buy	200,369 +3,314	+2%	+$104K	0.16%	120
2025 Q2	$6.05M	Buy	197,055 +5,261	+3%	+$158K	0.16%	124
2025 Q1	$5.89M	Buy	191,794 +22,142	+13%	+$698K	0.17%	122
2024 Q4	$5.33M	Buy	169,652 +5,230	+3%	+$171K	0.15%	125
2024 Q3	$5.46M	Buy	164,422 +24,231	+17%	+$780K	0.16%	121
2024 Q2	$4.42M	Buy	140,191 +17,795	+15%	+$560K	0.13%	142
2024 Q1	$3.94M	Buy	122,396 +4,722	+4%	+$151K	0.12%	146
2023 Q4	$3.67M	Buy	117,674 +2,781	+2%	+$83.1K	0.12%	156
2023 Q3	$3.46M	Buy	114,893 +2,211	+2%	+$67.6K	0.13%	150
2023 Q2	$3.49M	Buy	112,682 +8,567	+8%	+$262K	0.13%	157
2023 Q1	$3.25M	Sell	104,115 -13,143	-11%	-$422K	0.12%	160
2022 Q4	$3.58M	Buy	117,258 +1,059	+0.9%	+$32.9K	0.15%	145
2022 Q3	$3.68M	Buy	116,199 +8,342	+8%	+$280K	0.17%	135
2022 Q2	$3.55M	Sell	107,857 -14,803	-12%	-$501K	0.15%	141
2022 Q1	$4.47M	Sell	122,660 -37,786	-24%	-$1.39M	0.17%	131
2021 Q4	$6.33M	Buy	160,446 +31,924	+25%	+$1.24M	0.23%	109
2021 Q3	$4.99M	Buy	128,522 +2,180	+2%	+$85.5K	0.21%	118
2021 Q2	$4.97M	Buy	126,342 +4,626	+4%	+$179K	0.21%	118
2021 Q1	$4.67M	Buy	121,716 +7,515	+7%	+$285K	0.22%	116
2020 Q4	$4.4M	Buy	114,201 +4,509	+4%	+$168K	0.23%	116
2020 Q3	$4M	Buy	109,692 +16,777	+18%	+$604K	0.23%	115
2020 Q2	$3.22M	Buy	92,915 +9,495	+11%	+$324K	0.21%	128
2020 Q1	$2.66M	Buy	83,420 +8,380	+11%	+$301K	0.21%	120
2019 Q4	$2.82M	Buy	75,040 +33,740	+82%	+$1.26M	0.17%	142
2019 Q3	$1.55M	Buy	41,300 +14,625	+55%	+$544K	0.1%	173
2019 Q2	$983K	Buy	26,675 +2,150	+9%	+$78.8K	0.07%	202
2019 Q1	$896K	Sell	24,525 -355	-1%	-$12.8K	0.06%	209
2018 Q4	$852K	Sell	24,880 -31,725	-56%	-$1.12M	0.07%	191
2018 Q3	$2.1M	Sell	56,605 -3,017	-5%	-$113K	0.16%	134
2018 Q2	$2.25M	Buy	59,622 +23,432	+65%	+$873K	0.18%	128
2018 Q1	$1.36M	Sell	36,190 -7,905	-18%	-$297K	0.11%	159
2017 Q4	$1.68M	Buy	+44,095	New	+$1.69M	0.14%	141
2014 Q4	–	Sell	-2,110	Closed	-$83.4K	–	727
2014 Q3	$83.4K	Sell	2,110 -1,975	-48%	-$78.2K	0.02%	331
2014 Q2	$163K	Buy	+4,085	New	+$161K	0.06%	175

Other funds holding PFF

FIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, selling an estimated $90.3K and leaving 205,596 shares worth $6.27M. The position accounts for 0.16% of the portfolio, ranked #116.

MassMutual Private Wealth & Trust first reported a position in PFF in Q2 2014 and has held it in 37 quarters since. The position peaked at $6.34M in Q3 2025. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

MassMutual Private Wealth & Trust held 205,596 shares of iShares Preferred and Income Securities ETF worth $6.27M as of Q2 2026.
MassMutual Private Wealth & Trust sold 2,900 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $90.3K.
iShares Preferred and Income Securities ETF made up 0.16% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #116 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and has held it in 37 quarters since.
MassMutual Private Wealth & Trust's iShares Preferred and Income Securities ETF position peaked at $6.34M in Q3 2025.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.