McElhenny Sheffield Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

McElhenny Sheffield Capital Management’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	–	Sell	-9,154	Closed	-$278K	–	119
2026 Q1	$278K	Buy	9,154 +249	+3%	+$7.8K	0.07%	76
2025 Q4	$276K	Buy	+8,905	New	+$277K	0.07%	80
2023 Q1	–	Sell	-236	Closed	-$7.21K	–	463
2022 Q4	$7.21K	Buy	+236	New	+$7.34K	﹤0.01%	358

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

McElhenny Sheffield Capital Management's PFF Position: Q2 2026 in Review

McElhenny Sheffield Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 9,154 shares — an estimated $278K sold.

McElhenny Sheffield Capital Management first reported a position in PFF in Q4 2022 and held it in 3 quarters. The position peaked at $278K in Q1 2026. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

McElhenny Sheffield Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 9,154 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $278K.
McElhenny Sheffield Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 3 quarters.
McElhenny Sheffield Capital Management's iShares Preferred and Income Securities ETF position peaked at $278K in Q1 2026.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.