Phillips Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Phillips Financial 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 Q2	$1.25K	Hold	41	–	–	﹤0.01%	289
2026 Q1	$1.24K	Hold	41	–	–	﹤0.01%	279
2025 Q4	$1.27K	Hold	41	–	–	﹤0.01%	304
2025 Q3	$1.3K	Sell	41 -206	-83%	-$6.48K	﹤0.01%	302
2025 Q2	$7.58K	Buy	+247	New	+$7.43K	﹤0.01%	262

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

Phillips Financial Management's PFF Position: Q2 2026 in Review

Phillips Financial Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 41 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Phillips Financial Management first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.58K in Q2 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Phillips Financial Management held 41 shares of iShares Preferred and Income Securities ETF worth $1.25K as of Q2 2026.
Phillips Financial Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #289 holding.
Phillips Financial Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
Phillips Financial Management's iShares Preferred and Income Securities ETF position peaked at $7.58K in Q2 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.