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

NewEdge 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	$12.9M	Buy	425,934 +15,381	+4%	+$482K	0.05%	382
2025 Q4	$12.7M	Buy	410,553 +26,481	+7%	+$825K	0.05%	361
2025 Q3	$12.1M	Buy	384,072 +24,761	+7%	+$779K	0.06%	346
2025 Q2	$11M	Buy	359,311 +78,817	+28%	+$2.37M	0.06%	347
2025 Q1	$8.62M	Sell	280,494 -68,239	-20%	-$2.15M	0.05%	360
2024 Q4	$11M	Buy	348,733 +82,294	+31%	+$2.69M	0.07%	290
2024 Q3	$8.85M	Sell	266,439 -118,953	-31%	-$3.83M	0.06%	326
2024 Q2	$12.2M	Buy	385,392 +90,519	+31%	+$2.85M	0.09%	228
2024 Q1	$9.5M	Buy	294,873 +54,849	+23%	+$1.75M	0.08%	237
2023 Q4	$7.55M	Sell	240,024 -13,395	-5%	-$400K	0.07%	264
2023 Q3	$7.64M	Buy	253,419 +15,168	+6%	+$464K	0.08%	235
2023 Q2	$7.37M	Buy	238,251 +3,491	+1%	+$107K	0.08%	237
2023 Q1	$7.25M	Buy	234,760 +92,998	+66%	+$2.99M	0.09%	228
2022 Q4	$2.45M	Sell	141,762 -664	-0.5%	-$20.7K	0.07%	297
2022 Q3	$4.51M	Sell	142,426 -12,333	-8%	-$413K	0.07%	256
2022 Q2	$5.09M	Sell	154,759 -21,343	-12%	-$722K	0.08%	233
2022 Q1	$6.41M	Sell	176,102 -17,093	-9%	-$628K	0.1%	199
2021 Q4	$7.62M	Buy	193,195 +86,644	+81%	+$3.37M	0.11%	175
2021 Q3	$4.13M	Sell	106,551 -120,288	-53%	-$4.72M	0.1%	197
2021 Q2	$8.92M	Buy	226,839 +5,009	+2%	+$194K	0.24%	94
2021 Q1	$8.52M	Buy	221,830 +9,227	+4%	+$350K	0.25%	90
2020 Q4	$8.19M	Buy	212,603 +122,685	+136%	+$4.58M	0.27%	89
2020 Q3	$3.28M	Sell	89,918 -6,050	-6%	-$218K	0.11%	184
2020 Q2	$3.32M	Sell	95,968 -3,233	-3%	-$110K	0.13%	160
2020 Q1	$3.16M	Sell	99,201 -1,233	-1%	-$44.2K	0.15%	135
2019 Q4	$3.77M	Buy	100,434 +1,003	+1%	+$37.4K	0.15%	157
2019 Q3	$3.73M	Sell	99,431 -3,872	-4%	-$144K	0.17%	136
2019 Q2	$3.81M	Buy	103,303 +2,821	+3%	+$103K	0.23%	108
2019 Q1	$3.67M	Buy	100,482 +9,055	+10%	+$325K	0.24%	104
2018 Q4	$3.13K	Sell	91,427 -1,838	-2%	-$65.1K	0.2%	109
2018 Q3	$3.46M	Buy	93,265 +23,753	+34%	+$891K	0.27%	95
2018 Q2	$2.63K	Sell	69,512 -6,613	-9%	-$246K	0.24%	102
2018 Q1	$2.84M	Buy	76,125 +44,618	+142%	+$1.67M	0.32%	78
2017 Q4	$1.2M	Buy	+31,507	New	+$1.21M	0.16%	144
2017 Q3	–	Sell	-10,185	Closed	-$398K	–	897
2017 Q2	$398K	Buy	+10,185	New	+$396K	0.07%	218
2016 Q4	–	Sell	-5,149	Closed	-$203K	–	278
2016 Q3	$203K	Buy	+5,149	New	+$205K	0.06%	202

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

NewEdge Advisors's PFF Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.7% in Q1 2026, buying an estimated $482K and bringing the position to 425,934 shares worth $12.9M. The position accounts for 0.05% of the portfolio, ranked #382.

NewEdge Advisors first reported a position in PFF in Q3 2016 and has held it in 36 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

NewEdge Advisors held 425,934 shares of iShares Preferred and Income Securities ETF worth $12.9M as of Q1 2026.
NewEdge Advisors bought 15,381 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $482K.
iShares Preferred and Income Securities ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #382 holding.
NewEdge Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 36 quarters since.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.