Pinnacle Wealth Management Advisory Group’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 | $837K | Sell |
27,603
-2,773
| -9% | -$86.8K | 0.06% | 192 |
|
|
2025
Q4 | $940K | Sell |
30,376
-12,760
| -30% | -$397K | 0.06% | 176 |
|
|
2025
Q3 | $1.36M | Sell |
43,136
-2,052
| -5% | -$64.5K | 0.1% | 129 |
|
|
2025
Q2 | $1.39M | Buy |
45,188
+188
| +0.4% | +$5.66K | 0.12% | 121 |
|
|
2025
Q1 | $1.38M | Buy |
45,000
+35,739
| +386% | +$1.13M | 0.13% | 112 |
|
|
2024
Q4 | $291K | Hold |
9,261
| – | – | 0.03% | 285 |
|
|
2024
Q3 | $308K | Buy |
9,261
+611
| +7% | +$19.7K | 0.03% | 278 |
|
|
2024
Q2 | $273K | Hold |
8,650
| – | – | 0.03% | 281 |
|
|
2024
Q1 | $279K | Buy |
8,650
+405
| +5% | +$12.9K | 0.03% | 275 |
|
|
2023
Q4 | $257K | Buy |
8,245
+265
| +3% | +$7.92K | 0.03% | 278 |
|
|
2023
Q3 | $241K | Sell |
7,980
-1,430
| -15% | -$43.7K | 0.03% | 269 |
|
|
2023
Q2 | $291K | Sell |
9,410
-100
| -1% | -$3.06K | 0.04% | 239 |
|
|
2023
Q1 | $297K | Sell |
9,510
-75
| -0.8% | -$2.41K | 0.04% | 239 |
|
|
2022
Q4 | $293K | Sell |
9,585
-625
| -6% | -$19.4K | 0.04% | 226 |
|
|
2022
Q3 | $323K | Sell |
10,210
-8,520
| -45% | -$286K | 0.05% | 208 |
|
|
2022
Q2 | $616K | Sell |
18,730
-15,070
| -45% | -$510K | 0.1% | 152 |
|
|
2022
Q1 | $1.23M | Sell |
33,800
-120
| -0.4% | -$4.41K | 0.18% | 107 |
|
|
2021
Q4 | $1.34M | Sell |
33,920
-1,730
| -5% | -$67.2K | 0.22% | 101 |
|
|
2021
Q3 | $1.38M | Hold |
35,650
| – | – | 0.32% | 79 |
|
|
2021
Q2 | $1.4M | Buy |
35,650
+6,730
| +23% | +$261K | 0.33% | 78 |
|
|
2021
Q1 | $1.11M | Buy |
28,920
+1,995
| +7% | +$75.7K | 0.31% | 75 |
|
|
2020
Q4 | $1.04M | Buy |
26,925
+3,610
| +15% | +$135K | 0.32% | 79 |
|
|
2020
Q3 | $850K | Hold |
23,315
| – | – | 0.3% | 82 |
|
|
2020
Q2 | $808K | Buy |
+23,315
| New | +$794K | 0.3% | 83 |
|
|
2018
Q2 | – | Sell |
-5,622
| Closed | -$211K | – | 149 |
|
|
2018
Q1 | $211K | Sell |
5,622
-3,140
| -36% | -$118K | 0.12% | 135 |
|
|
2017
Q4 | $334K | Sell |
8,762
-6,168
| -41% | -$237K | 0.18% | 107 |
|
|
2017
Q3 | $579K | Sell |
14,930
-6,890
| -32% | -$268K | 0.34% | 83 |
|
|
2017
Q2 | $855K | Buy |
21,820
+8,825
| +68% | +$343K | 0.53% | 64 |
|
|
2017
Q1 | $503K | Buy |
12,995
+1,570
| +14% | +$60K | 0.35% | 79 |
|
|
2016
Q4 | $425K | Sell |
11,425
-500
| -4% | -$19K | 0.31% | 80 |
|
|
2016
Q3 | $471K | Buy |
11,925
+665
| +6% | +$26.5K | 0.36% | 74 |
|
|
2016
Q2 | $449K | Buy |
11,260
+5,375
| +91% | +$211K | 0.36% | 75 |
|
|
2016
Q1 | $230K | Buy |
5,885
+80
| +1% | +$3.06K | 0.2% | 99 |
|
|
2015
Q4 | $226K | Buy |
5,805
+125
| +2% | +$4.87K | 0.21% | 98 |
|
|
2015
Q3 | $219K | Buy |
+5,680
| New | +$222K | 0.21% | 92 |
|
Other funds holding PFF
FIB
Pinnacle Wealth Management Advisory Group's PFF Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 9.1% in Q1 2026, selling an estimated $86.8K and leaving 27,603 shares worth $837K. The position accounts for 0.06% of the portfolio, ranked #192.
Pinnacle Wealth Management Advisory Group first reported a position in PFF in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.4M in Q2 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 27,603 shares of iShares Preferred and Income Securities ETF worth $837K as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 2,773 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $86.8K.
- iShares Preferred and Income Securities ETF made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #192 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and has held it in 35 quarters since.
- Pinnacle Wealth Management Advisory Group's iShares Preferred and Income Securities ETF position peaked at $1.4M in Q2 2021.
- 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.