Objective Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Objective Capital Management’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	$232K	Sell	7,641 -5,542	-42%	-$174K	0.23%	85
2025 Q4	$408K	Sell	13,183 -307	-2%	-$9.56K	0.42%	57
2025 Q3	$427K	Buy	13,490 +413	+3%	+$13K	0.44%	54
2025 Q2	$401K	Sell	13,077 -20,431	-61%	-$615K	0.45%	55
2025 Q1	$1.03M	Buy	33,508 +819	+3%	+$25.8K	1.31%	25
2024 Q4	$1.03M	Buy	32,689 +5,091	+18%	+$166K	0.69%	41
2024 Q3	$917K	Buy	+27,598	New	+$888K	0.54%	46
2024 Q1	$773K	Buy	23,974 +1,782	+8%	+$56.8K	0.52%	45
2023 Q4	$692K	Buy	22,192 +11,244	+103%	+$336K	0.53%	44
2023 Q3	$330K	Buy	10,948 +3,437	+46%	+$105K	0.29%	70
2023 Q2	$232K	Buy	+7,511	New	+$230K	0.2%	86
2022 Q4	–	Sell	-9,355	Closed	-$296K	–	94
2022 Q3	$296K	Sell	9,355 -3,200	-25%	-$107K	0.32%	67
2022 Q2	$413K	Sell	12,555 -2,502	-17%	-$84.7K	0.42%	55
2022 Q1	$548K	Sell	15,057 -655	-4%	-$24.1K	0.42%	55
2021 Q4	$620K	Buy	+15,712	New	+$611K	0.44%	50

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

Objective Capital Management's PFF Position: Q1 2026 in Review

Objective Capital Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 42% in Q1 2026, selling an estimated $174K and leaving 7,641 shares worth $232K. The position accounts for 0.23% of the portfolio, ranked #85.

Objective Capital Management first reported a position in PFF in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Objective Capital Management held 7,641 shares of iShares Preferred and Income Securities ETF worth $232K as of Q1 2026.
Objective Capital Management sold 5,542 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $174K.
iShares Preferred and Income Securities ETF made up 0.23% of Objective Capital Management's portfolio in Q1 2026, its #85 holding.
Objective Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 15 quarters since.
Objective Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.03M in Q1 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.