McAdam LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

McAdam LLC’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	$650K	Sell	21,323 -3,108	-13%	-$96.8K	0.03%	231
2026 Q1	$741K	Sell	24,431 -1,478	-6%	-$46.3K	0.03%	194
2025 Q4	$802K	Sell	25,909 -1,145	-4%	-$35.7K	0.04%	177
2025 Q3	$855K	Sell	27,054 -426	-2%	-$13.4K	0.04%	155
2025 Q2	$843K	Buy	27,480 +6,332	+30%	+$191K	0.05%	150
2025 Q1	$650K	Sell	21,148 -8,831	-29%	-$278K	0.04%	159
2024 Q4	$943K	Sell	29,979 -846	-3%	-$27.6K	0.05%	139
2024 Q3	$1.02M	Buy	30,825 +64	+0.2%	+$2.06K	0.06%	130
2024 Q2	$971K	Sell	30,761 -48	-0.2%	-$1.51K	0.06%	122
2024 Q1	$993K	Sell	30,809 -2	-0%	-$64	0.06%	121
2023 Q4	$961K	Buy	30,811 +23,310	+311%	+$696K	0.07%	115
2023 Q3	$226K	Sell	7,501 -2,310	-24%	-$70.6K	0.02%	235
2023 Q2	$303K	Buy	9,811 +556	+6%	+$17K	0.03%	203
2023 Q1	$289K	Buy	+9,255	New	+$297K	0.03%	203
2022 Q3	–	Sell	-6,685	Closed	-$220K	–	222
2022 Q2	$220K	Buy	+6,685	New	+$226K	0.02%	204
2018 Q4	–	Sell	-230	Closed	-$8K	–	446
2018 Q3	$8K	Hold	230	–	–	﹤0.01%	364
2018 Q2	$9K	Hold	230	–	–	﹤0.01%	338
2018 Q1	$9K	Buy	+230	New	+$8.63K	﹤0.01%	343

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

McAdam LLC's PFF Position: Q2 2026 in Review

McAdam LLC reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q2 2026, selling an estimated $96.8K and leaving 21,323 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #231.

McAdam LLC first reported a position in PFF in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.02M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

McAdam LLC held 21,323 shares of iShares Preferred and Income Securities ETF worth $650K as of Q2 2026.
McAdam LLC sold 3,108 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $96.8K.
iShares Preferred and Income Securities ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #231 holding.
McAdam LLC first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 18 quarters since.
McAdam LLC's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.