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 Q3	$1.21K	Hold	41	–	–	﹤0.01%	280
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	+$7.44K	﹤0.01%	262

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Phillips Financial Management's PFF Position: Q3 2026 in Review

Phillips Financial Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 41 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Phillips Financial Management first reported a position in PFF in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.58K in Q2 2025. 262 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Phillips Financial Management held 41 shares of iShares Preferred and Income Securities ETF worth $1.21K as of Q3 2026.
Phillips Financial Management left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #280 holding.
Phillips Financial Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 6 quarters since.
Phillips Financial Management's iShares Preferred and Income Securities ETF position peaked at $7.58K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.