Mather Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mather Group’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	$29.3K	Buy	+960	New	+$29.9K	﹤0.01%	1243
2021 Q1	–	Sell	-5,258	Closed	-$202K	–	279
2020 Q4	$202K	Sell	5,258 -13,797	-72%	-$516K	0.01%	239
2020 Q3	$695K	Sell	19,055 -9,168	-32%	-$330K	0.03%	110
2020 Q2	$978K	Buy	+28,223	New	+$962K	0.04%	90

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

Mather Group's PFF Position: Q2 2026 in Review

Mather Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 960 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Mather Group previously reported a position in PFF as recently as Q4 2020.

Mather Group first reported a position in PFF in Q2 2020 and has held it in 4 quarters since. The position peaked at $978K in Q2 2020. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Mather Group held 960 shares of iShares Preferred and Income Securities ETF worth $29.3K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Mather Group position in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1243 holding.
Mather Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 4 quarters since.
Mather Group's iShares Preferred and Income Securities ETF position peaked at $978K in Q2 2020.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.