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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSH Capital Advisors's PFF Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q1 2026, selling an estimated $7.11K and leaving 19,450 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #159.

MSH Capital Advisors first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $662K in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • MSH Capital Advisors held 19,450 shares of iShares Preferred and Income Securities ETF worth $590K as of Q1 2026.
  • MSH Capital Advisors sold 227 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $7.11K.
  • iShares Preferred and Income Securities ETF made up 0.12% of MSH Capital Advisors's portfolio in Q1 2026, its #159 holding.
  • MSH Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $662K in Q3 2024.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.