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
Q2 | $923K | Sell |
30,264
-3,203
| -10% | -$99.8K | 0.01% | 624 |
|
|
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
FIB
Perigon Wealth Management's PFF Position: Q2 2026 in Review
Perigon Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 9.6% in Q2 2026, selling an estimated $99.8K and leaving 30,264 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #624.
Perigon Wealth Management first reported a position in PFF in Q1 2015 and has held it in 31 quarters since. The position peaked at $2.98M in Q1 2015. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Perigon Wealth Management held 30,264 shares of iShares Preferred and Income Securities ETF worth $923K as of Q2 2026.
- Perigon Wealth Management sold 3,203 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $99.8K.
- iShares Preferred and Income Securities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #624 holding.
- Perigon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 31 quarters since.
- Perigon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.98M in Q1 2015.
- 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.