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Rhodes Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rhodes Investment 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
Q3 		– Sell
-6,750
Closed -$206K – 135
2026
Q2 		$206K Hold
6,750
– – 0.15% 118
2026
Q1 		$205K Buy
6,750
+75
+1% +$2.35K 0.18% 109
2025
Q4 		$207K Buy
+6,675
New +$208K 0.17% 107

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Rhodes Investment Advisors's PFF Position: Q3 2026 in Review

Rhodes Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 6,750 shares — an estimated $206K sold.

Rhodes Investment Advisors first reported a position in PFF in Q4 2025 and held it in 3 quarters. The position peaked at $207K in Q4 2025. 36 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Rhodes Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Rhodes Investment Advisors sold 6,750 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $206K.
  • Rhodes Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and held it in 3 quarters.
  • Rhodes Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $207K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.