Patrick M. Sweeney & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Patrick M. Sweeney & Associates’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	$398K	Buy	13,062 +352	+3%	+$11K	0.23%	109
2026 Q1	$385K	Buy	12,710 +153	+1%	+$4.79K	0.25%	104
2025 Q4	$389K	Buy	12,557 +335	+3%	+$10.4K	0.24%	97
2025 Q3	$386K	Buy	12,222 +436	+4%	+$13.7K	0.25%	94
2025 Q2	$365K	Buy	11,786 +881	+8%	+$26.5K	0.25%	98
2025 Q1	$335K	Sell	10,905 -2,895	-21%	-$91.3K	0.25%	98
2024 Q4	$434K	Buy	13,800 +615	+5%	+$20.1K	0.33%	81
2024 Q3	$438K	Buy	13,185 +2,440	+23%	+$78.5K	0.32%	80
2024 Q2	$332K	Buy	10,745 +1,860	+21%	+$58.5K	0.27%	95
2024 Q1	$286K	Buy	+8,885	New	+$283K	0.24%	104

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

Patrick M. Sweeney & Associates's PFF Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.8% in Q2 2026, buying an estimated $11K and bringing the position to 13,062 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #109.

Patrick M. Sweeney & Associates first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. The position peaked at $438K in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Patrick M. Sweeney & Associates held 13,062 shares of iShares Preferred and Income Securities ETF worth $398K as of Q2 2026.
Patrick M. Sweeney & Associates bought 352 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11K.
iShares Preferred and Income Securities ETF made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #109 holding.
Patrick M. Sweeney & Associates first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's iShares Preferred and Income Securities ETF position peaked at $438K in Q3 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.