R.H. Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

R.H. Investment Group’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	$302K	Sell	9,900 -11,000	-53%	-$343K	0.23%	40
2026 Q1	$642K	Hold	20,900	–	–	0.5%	29
2025 Q4	$647K	Hold	20,900	–	–	0.54%	27
2025 Q3	$661K	Sell	20,900 -15,550	-43%	-$489K	0.57%	26
2025 Q2	$1.12M	Hold	36,450	–	–	1.03%	26
2025 Q1	$1.12M	Hold	36,450	–	–	1.08%	24
2024 Q4	$1.15M	Buy	+36,450	New	+$1.19M	1.08%	26

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

R.H. Investment Group's PFF Position: Q2 2026 in Review

R.H. Investment Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 53% in Q2 2026, selling an estimated $343K and leaving 9,900 shares worth $302K. The position accounts for 0.23% of the portfolio, ranked #40.

R.H. Investment Group first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

R.H. Investment Group held 9,900 shares of iShares Preferred and Income Securities ETF worth $302K as of Q2 2026.
R.H. Investment Group sold 11,000 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $343K.
iShares Preferred and Income Securities ETF made up 0.23% of R.H. Investment Group's portfolio in Q2 2026, its #40 holding.
R.H. Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
R.H. Investment Group's iShares Preferred and Income Securities ETF position peaked at $1.15M in Q4 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on R.H. Investment Group's 13F filing for Q2 2026, filed 7 Aug 2026.