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

Oak Family 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 Q2	$478K	Sell	15,671 -14,121	-47%	-$440K	0.12%	84
2026 Q1	$903K	Buy	29,792 +5,784	+24%	+$181K	0.25%	62
2025 Q4	$743K	Sell	24,008 -111,752	-82%	-$3.48M	0.2%	73
2025 Q3	$4.29M	Buy	+135,760	New	+$4.27M	1.07%	30
2022 Q2	–	Sell	-27,363	Closed	-$997K	–	146
2022 Q1	$997K	Buy	27,363 +21,546	+370%	+$792K	0.39%	56
2021 Q4	$229K	Hold	5,817	–	–	0.09%	144
2021 Q3	$226K	Sell	5,817 -11,843	-67%	-$465K	0.08%	135
2021 Q2	$695K	Sell	17,660 -3,923	-18%	-$152K	0.29%	54
2021 Q1	$829K	Sell	21,583 -2,525	-10%	-$95.8K	0.36%	44
2020 Q4	$928K	Buy	+24,108	New	+$901K	0.48%	46

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oak Family Advisors's PFF Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 47% in Q2 2026, selling an estimated $440K and leaving 15,671 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #84.

Oak Family Advisors first reported a position in PFF in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.29M in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Oak Family Advisors held 15,671 shares of iShares Preferred and Income Securities ETF worth $478K as of Q2 2026.
Oak Family Advisors sold 14,121 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $440K.
iShares Preferred and Income Securities ETF made up 0.12% of Oak Family Advisors's portfolio in Q2 2026, its #84 holding.
Oak Family Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 10 quarters since.
Oak Family Advisors's iShares Preferred and Income Securities ETF position peaked at $4.29M in Q3 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.