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Plante Moran Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-780
Closed -$24.1K – 838
2025
Q4 		$24.1K Buy
+780
New +$24.3K ﹤0.01% 426
2025
Q1 		– Sell
-34
Closed -$1.07K – 922
2024
Q4 		$1.07K Buy
+34
New +$1.11K ﹤0.01% 816
2023
Q4 		– Sell
-670
Closed -$20.2K – 868
2023
Q3 		$20.2K Hold
670
– – ﹤0.01% 435
2023
Q2 		$20.7K Buy
670
+4
+0.6% +$122 ﹤0.01% 438
2023
Q1 		$20.8K Buy
666
+8
+1% +$257 ﹤0.01% 433
2022
Q4 		$20.1K Sell
658
-658
-50% -$20.5K ﹤0.01% 458
2022
Q3 		$42K Buy
1,316
+682
+108% +$22.9K 0.01% 336
2022
Q2 		$21K Buy
634
+52
+9% +$1.76K ﹤0.01% 460
2022
Q1 		$21K Buy
582
+3
+0.5% +$110 ﹤0.01% 490
2021
Q4 		$23K Buy
579
+8
+1% +$311 ﹤0.01% 524
2021
Q3 		$22K Buy
571
+7
+1% +$275 ﹤0.01% 540
2021
Q2 		$22K Buy
564
+7
+1% +$271 0.01% 540
2021
Q1 		$21K Buy
557
+4
+0.7% +$152 0.01% 531
2020
Q4 		$21K Buy
553
+8
+1% +$299 0.01% 527
2020
Q3 		$20K Buy
545
+7
+1% +$252 0.01% 495
2020
Q2 		$19K Sell
538
-4,314
-89% -$147K 0.01% 439
2020
Q1 		$154K Sell
4,852
-4,420
-48% -$159K 0.07% 144
2019
Q4 		$349K Sell
9,272
-18
-0.2% -$671 0.12% 105
2019
Q3 		$349K Buy
9,290
+30
+0.3% +$1.12K 0.1% 111
2019
Q2 		$341K Buy
9,260
+6
+0.1% +$220 0.1% 110
2019
Q1 		$338K Buy
9,254
+133
+1% +$4.78K 0.1% 105
2018
Q4 		$312K Buy
9,121
+276
+3% +$9.78K 0.11% 104
2018
Q3 		$328K Sell
8,845
-400
-4% -$15K 0.11% 106
2018
Q2 		$349K Sell
9,245
-528
-5% -$19.7K 0.18% 97
2018
Q1 		$367K Buy
9,773
+50
+0.5% +$1.88K 0.2% 91
2017
Q4 		$370K Buy
9,723
+6
+0.1% +$230 0.21% 86
2017
Q3 		$377K Buy
9,717
+20
+0.2% +$779 0.22% 80
2017
Q2 		$380K Sell
9,697
-1,260
-11% -$49K 0.24% 80
2017
Q1 		$424K Buy
10,957
+1,211
+12% +$46.3K 0.26% 83
2016
Q4 		$363K Sell
9,746
-3,669
-27% -$139K 0.23% 81
2016
Q3 		$530K Buy
13,415
+3,769
+39% +$150K 0.36% 58
2016
Q2 		$385K Buy
9,646
+3
+0% +$118 0.28% 74
2016
Q1 		$376K Buy
9,643
+3,664
+61% +$140K 0.29% 74
2015
Q4 		$232K Buy
5,979
+5
+0.1% +$195 0.17% 100
2015
Q3 		$231K Buy
5,974
+19
+0.3% +$743 0.18% 93
2015
Q2 		$233K Buy
5,955
+1,473
+33% +$58.4K 0.17% 102
2015
Q1 		$180K Buy
4,482
+1,412
+46% +$56.3K 0.13% 120
2014
Q4 		$121K Buy
3,070
+4
+0.1% +$158 0.09% 163
2014
Q3 		$121K Sell
3,066
-1,435
-32% -$56.9K 0.11% 147
2014
Q2 		$180K Buy
4,501
+21
+0.5% +$828 0.16% 97
2014
Q1 		$175K Sell
4,480
-3,712
-45% -$142K 0.19% 77
2013
Q4 		$302K Buy
8,192
+543
+7% +$20.5K 0.17% 68
2013
Q3 		$291K Buy
7,649
+297
+4% +$11.4K 0.18% 60
2013
Q2 		$289K Buy
+7,352
New +$296K 0.21% 51

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Plante Moran Financial Advisors's PFF Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 780 shares — an estimated $24.1K sold.

Plante Moran Financial Advisors first reported a position in PFF in Q2 2013 and held it in 44 quarters. The position peaked at $530K in Q3 2016. 977 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 780 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $24.1K.
  • Plante Moran Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 44 quarters.
  • Plante Moran Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $530K in Q3 2016.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.