Measured Wealth Private Client Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$461K Buy
15,123
+591
+4% +$18.4K 0.11% 122
2026
Q1
$441K Buy
14,532
+527
+4% +$16.5K 0.12% 116
2025
Q4
$434K Buy
14,005
+793
+6% +$24.7K 0.11% 110
2025
Q3
$418K Buy
13,212
+1,347
+11% +$42.4K 0.11% 113
2025
Q2
$364K Buy
11,865
+3
+0% +$90 0.11% 124
2025
Q1
$365K Sell
11,862
-1,243
-9% -$39.2K 0.12% 120
2024
Q4
$412K Buy
13,105
+1,316
+11% +$43K 0.13% 101
2024
Q3
$392K Buy
11,789
+4,338
+58% +$140K 0.13% 104
2024
Q2
$235K Buy
7,451
+481
+7% +$15.1K 0.08% 167
2024
Q1
$225K Sell
6,970
-2,392
-26% -$76.3K 0.08% 173
2023
Q4
$292K Buy
9,362
+630
+7% +$18.8K 0.11% 138
2023
Q3
$263K Buy
8,732
+46
+0.5% +$1.41K 0.11% 138
2023
Q2
$269K Buy
+8,686
New +$266K 0.1% 149
2018
Q4
Sell
-1,350
Closed -$50K 522
2018
Q3
$50K Buy
+1,350
New +$50.6K 0.03% 354

Other funds holding PFF

Measured Wealth Private Client Group's PFF Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 15,123 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #122.

Measured Wealth Private Client Group first reported a position in PFF in Q3 2018 and has held it in 14 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Measured Wealth Private Client Group held 15,123 shares of iShares Preferred and Income Securities ETF worth $461K as of Q2 2026.
  • Measured Wealth Private Client Group bought 591 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $18.4K.
  • iShares Preferred and Income Securities ETF made up 0.11% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #122 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and has held it in 14 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.