Perigon Wealth Management’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
Q1
$1.01M Sell
33,467
-1,617
-5% -$50.6K 0.02% 535
2025
Q4
$1.09M Buy
35,084
+6,854
+24% +$213K 0.02% 516
2025
Q3
$893K Sell
28,230
-848
-3% -$26.7K 0.02% 546
2025
Q2
$892K Sell
29,078
-1,689
-5% -$50.8K 0.02% 501
2025
Q1
$945K Buy
30,767
+1,181
+4% +$37.2K 0.02% 461
2024
Q4
$937K Sell
29,586
-2,404
-8% -$78.5K 0.02% 462
2024
Q3
$1.06M Sell
31,990
-5,869
-16% -$189K 0.03% 417
2024
Q2
$1.19M Sell
37,859
-24,177
-39% -$761K 0.03% 332
2024
Q1
$2M Buy
62,036
+29,442
+90% +$939K 0.06% 248
2023
Q4
$1.02M Sell
32,594
-821
-2% -$24.5K 0.03% 336
2023
Q3
$1.01M Sell
33,415
-731
-2% -$22.3K 0.04% 308
2023
Q2
$1.06M Sell
34,146
-4,204
-11% -$129K 0.04% 311
2023
Q1
$1.2M Sell
38,350
-24,300
-39% -$780K 0.07% 240
2022
Q4
$1.91M Buy
62,650
+23,898
+62% +$743K 0.12% 175
2022
Q3
$1.23M Buy
38,752
+30,357
+362% +$1.02M 0.11% 180
2022
Q2
$276K Sell
8,395
-5,230
-38% -$177K 0.02% 447
2022
Q1
$496K Sell
13,625
-6,390
-32% -$235K 0.04% 365
2021
Q4
$789K Sell
20,015
-1,425
-7% -$55.4K 0.06% 254
2021
Q3
$832K Buy
21,440
+1,350
+7% +$53K 0.07% 223
2021
Q2
$790K Buy
20,090
+5,710
+40% +$221K 0.07% 234
2021
Q1
$552K Buy
+14,380
New +$545K 0.06% 269
2017
Q4
Sell
-1,045
Closed -$41K 655
2017
Q3
$41K Sell
1,045
-43,731
-98% -$1.7M 0.01% 364
2017
Q2
$1.75M Sell
44,776
-296
-0.7% -$11.5K 0.38% 76
2017
Q1
$1.74M Sell
45,072
-511
-1% -$19.5K 0.37% 81
2016
Q4
$1.75M Buy
+45,583
New +$1.73M 0.38% 78
2016
Q3
Sell
-50,058
Closed -$2M 630
2016
Q2
$2M Buy
+50,058
New +$1.96M 0.53% 54
2016
Q1
Sell
-49,926
Closed -$1.94M 308
2015
Q4
$1.94M Sell
49,926
-24,607
-33% -$958K 0.54% 56
2015
Q3
$2.88M Buy
74,533
+1
+0% +$39 0.85% 23
2015
Q2
$2.92M Buy
74,532
+186
+0.3% +$7.38K 0.77% 30
2015
Q1
$2.98M Buy
+74,346
New +$2.96M 0.82% 29

Other funds holding PFF

Perigon Wealth Management's PFF Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.6% in Q1 2026, selling an estimated $50.6K and leaving 33,467 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #535.

Perigon Wealth Management first reported a position in PFF in Q1 2015 and has held it in 30 quarters since. The position peaked at $2.98M in Q1 2015. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Perigon Wealth Management held 33,467 shares of iShares Preferred and Income Securities ETF worth $1.01M as of Q1 2026.
  • Perigon Wealth Management sold 1,617 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $50.6K.
  • iShares Preferred and Income Securities ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #535 holding.
  • Perigon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 30 quarters since.
  • Perigon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.98M in Q1 2015.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.