MSH Capital Advisors
PFF icon

MSH Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MSH Capital Advisors’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
Q3 		$575K Buy
19,504
+28
+0.1% +$850 0.09% 194
2026
Q2 		$594K Buy
19,476
+26
+0.1% +$810 0.1% 178
2026
Q1 		$590K Sell
19,450
-227
-1% -$7.11K 0.12% 159
2025
Q4 		$609K Buy
19,677
+600
+3% +$18.7K 0.13% 161
2025
Q3 		$603K Buy
19,077
+35
+0.2% +$1.1K 0.16% 148
2025
Q2 		$584K Buy
19,042
+543
+3% +$16.3K 0.17% 142
2025
Q1 		$568K Buy
18,499
+110
+0.6% +$3.47K 0.18% 133
2024
Q4 		$578K Sell
18,389
-1,520
-8% -$49.6K 0.18% 133
2024
Q3 		$662K Buy
19,909
+410
+2% +$13.2K 0.2% 118
2024
Q2 		$615K Buy
19,499
+2,047
+12% +$64.4K 0.21% 113
2024
Q1 		$562K Sell
17,452
-635
-4% -$20.2K 0.2% 119
2023
Q4 		$564K Buy
18,087
+5,135
+40% +$153K 0.21% 115
2023
Q3 		$391K Buy
12,952
+2,634
+26% +$80.5K 0.15% 147
2023
Q2 		$319K Buy
10,318
+281
+3% +$8.6K 0.12% 168
2023
Q1 		$313K Sell
10,037
-163
-2% -$5.24K 0.13% 154
2022
Q4 		$311K Buy
10,200
+113
+1% +$3.52K 0.14% 148
2022
Q3 		$319K Sell
10,087
-439
-4% -$14.7K 0.16% 130
2022
Q2 		$346K Buy
10,526
+418
+4% +$14.1K 0.16% 134
2022
Q1 		$368K Buy
10,108
+292
+3% +$10.7K 0.15% 137
2021
Q4 		$387K Buy
+9,816
New +$381K 0.17% 122

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

MSH Capital Advisors's PFF Position: Q3 2026 in Review

MSH Capital Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.14% in Q3 2026, buying an estimated $850 and bringing the position to 19,504 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #194.

MSH Capital Advisors first reported a position in PFF in Q4 2021 and has held it in 20 quarters since. The position peaked at $662K in Q3 2024. 722 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • MSH Capital Advisors held 19,504 shares of iShares Preferred and Income Securities ETF worth $575K as of Q3 2026.
  • MSH Capital Advisors bought 28 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $850.
  • iShares Preferred and Income Securities ETF made up 0.09% of MSH Capital Advisors's portfolio in Q3 2026, its #194 holding.
  • MSH Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • MSH Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $662K in Q3 2024.
  • 722 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.