McDonald Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

McDonald Partners’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	$241K	Hold	7,935	–	–	0.06%	201
2025 Q4	$246K	Hold	7,935	–	–	0.08%	191
2025 Q3	$251K	Hold	7,935	–	–	0.07%	206
2025 Q2	$243K	Hold	7,935	–	–	0.06%	228
2025 Q1	$244K	Hold	7,935	–	–	0.06%	221
2024 Q4	$249K	Hold	7,935	–	–	0.06%	213
2024 Q3	$264K	Hold	7,935	–	–	0.07%	211
2024 Q2	$250K	Hold	7,935	–	–	0.07%	213
2024 Q1	$256K	Hold	7,935	–	–	0.07%	213
2023 Q4	$247K	Sell	7,935 -500	-6%	-$14.9K	0.07%	207
2023 Q3	$254K	Sell	8,435 -500	-6%	-$15.3K	0.08%	203
2023 Q2	$276K	Hold	8,935	–	–	0.08%	206
2023 Q1	$279K	Hold	8,935	–	–	0.09%	199
2022 Q4	$273K	Sell	8,935 -3,350	-27%	-$104K	0.09%	191
2022 Q3	$389K	Sell	12,285 -8,668	-41%	-$291K	0.15%	157
2022 Q2	$689K	Sell	20,953 -375	-2%	-$12.7K	0.18%	154
2022 Q1	$777K	Buy	+21,328	New	+$784K	0.17%	156
2021 Q4	–	Sell	-19,660	Closed	-$763K	–	675
2021 Q3	$763K	Buy	19,660 +248	+1%	+$9.73K	0.18%	150
2021 Q2	$764K	Sell	19,412 -1,500	-7%	-$58.1K	0.18%	141
2021 Q1	$803K	Hold	20,912	–	–	0.21%	133
2020 Q4	$805K	Buy	+20,912	New	+$781K	0.23%	123

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 $1.78B AUM 13.62% 1-Year Est. Return

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

McDonald Partners's PFF Position: Q1 2026 in Review

McDonald Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 7,935 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #201.

McDonald Partners first reported a position in PFF in Q4 2020 and has held it in 21 quarters since. The position peaked at $805K in Q4 2020. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

McDonald Partners held 7,935 shares of iShares Preferred and Income Securities ETF worth $241K as of Q1 2026.
McDonald Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.06% of McDonald Partners's portfolio in Q1 2026, its #201 holding.
McDonald Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 21 quarters since.
McDonald Partners's iShares Preferred and Income Securities ETF position peaked at $805K in Q4 2020.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.