Private Client Services’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
$1.57M Buy
51,532
+3,119
+6% +$97.1K 0.41% 52
2026
Q1
$1.47M Buy
48,413
+17,165
+55% +$537K 0.44% 54
2025
Q4
$967K Buy
31,248
+525
+2% +$16.4K 0.3% 65
2025
Q3
$971K Buy
30,723
+3,193
+12% +$100K 0.33% 64
2025
Q2
$845K Buy
27,530
+1,717
+7% +$51.7K 0.33% 75
2025
Q1
$793K Buy
25,813
+2,939
+13% +$92.7K 0.39% 68
2024
Q4
$719K Buy
22,874
+1,554
+7% +$50.7K 0.39% 69
2024
Q3
$708K Buy
21,320
+1,476
+7% +$47.5K 0.38% 66
2024
Q2
$626K Sell
19,844
-1,492
-7% -$47K 0.39% 62
2024
Q1
$688K Buy
21,336
+19
+0.1% +$606 0.46% 58
2023
Q4
$665K Buy
+21,317
New +$637K 0.55% 58

Other funds holding PFF

Private Client Services's PFF Position: Q2 2026 in Review

Private Client Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.4% in Q2 2026, buying an estimated $97.1K and bringing the position to 51,532 shares worth $1.57M. The position accounts for 0.41% of the portfolio, ranked #52.

Private Client Services first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Private Client Services held 51,532 shares of iShares Preferred and Income Securities ETF worth $1.57M as of Q2 2026.
  • Private Client Services bought 3,119 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $97.1K.
  • iShares Preferred and Income Securities ETF made up 0.41% of Private Client Services's portfolio in Q2 2026, its #52 holding.
  • Private Client Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.