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

Palisade 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	$773K	Hold	25,500	–	–	0.03%	248
2025 Q4	$789K	Hold	25,500	–	–	0.02%	300
2025 Q3	$806K	Buy	+25,500	New	+$802K	0.02%	317
2024 Q4	–	Sell	-25,500	Closed	-$847K	–	378
2024 Q3	$847K	Buy	+25,500	New	+$821K	0.02%	313
2024 Q1	–	Sell	-53,500	Closed	-$1.67M	–	371
2023 Q4	$1.67M	Buy	+53,500	New	+$1.6M	0.04%	259
2023 Q2	–	Sell	-53,500	Closed	-$1.67M	–	367
2023 Q1	$1.67M	Hold	53,500	–	–	0.05%	278
2022 Q4	$1.63M	Buy	+53,500	New	+$1.66M	0.04%	292
2022 Q3	–	Sell	-53,500	Closed	-$1.76M	–	407
2022 Q2	$1.76M	Buy	+53,500	New	+$1.81M	0.05%	283
2022 Q1	–	Sell	-53,500	Closed	-$2.11M	–	432
2021 Q4	$2.11M	Buy	+53,500	New	+$2.08M	0.04%	303

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 $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Palisade Capital Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 25,500 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #248.

Palisade Capital Management first reported a position in PFF in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Palisade Capital Management held 25,500 shares of iShares Preferred and Income Securities ETF worth $773K as of Q1 2026.
Palisade Capital Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Palisade Capital Management's portfolio in Q1 2026, its #248 holding.
Palisade Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 9 quarters since.
Palisade Capital Management's iShares Preferred and Income Securities ETF position peaked at $2.11M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.