Oakmont Advisory 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
$908K Buy
29,781
+1,855
+7% +$57.8K 0.76% 27
2026
Q1
$847K Buy
27,926
+9,181
+49% +$287K 0.86% 23
2025
Q4
$580K Buy
+18,745
New +$584K 0.62% 42

Other funds holding PFF

Oakmont Advisory Group's PFF Position: Q2 2026 in Review

Oakmont Advisory Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.6% in Q2 2026, buying an estimated $57.8K and bringing the position to 29,781 shares worth $908K. The position accounts for 0.76% of the portfolio, ranked #27.

Oakmont Advisory Group first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Oakmont Advisory Group held 29,781 shares of iShares Preferred and Income Securities ETF worth $908K as of Q2 2026.
  • Oakmont Advisory Group bought 1,855 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $57.8K.
  • iShares Preferred and Income Securities ETF made up 0.76% of Oakmont Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Oakmont Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.