Risk Paradigm Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Risk Paradigm 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	$6.84M	Buy	224,325 +21,223	+10%	+$661K	5.36%	3
2026 Q1	$6.16M	Buy	203,102 +15,742	+8%	+$493K	5.25%	3
2025 Q4	$5.8M	Buy	+187,360	New	+$5.83M	5.58%	3
2018 Q4	$1.4M	Sell	40,935 -2,989	-7%	-$106K	3.41%	7
2018 Q3	$1.63M	Sell	43,924 -3,212	-7%	-$121K	3.23%	8
2018 Q2	$1.78M	Buy	47,136 +1,204	+3%	+$44.8K	3.42%	9
2018 Q1	$1.73M	Buy	45,932 +25,299	+123%	+$949K	2.19%	11
2017 Q4	$785K	Sell	20,633 -3,132	-13%	-$120K	0.84%	32
2017 Q3	$922K	Buy	+23,765	New	+$926K	1.12%	26
2017 Q2	–	Sell	-25,074	Closed	-$970K	–	244
2017 Q1	$970K	Buy	25,074 +4,740	+23%	+$181K	1.11%	27
2016 Q4	$757K	Sell	20,334 -38,842	-66%	-$1.48M	0.83%	39
2016 Q3	$2.34M	Buy	+59,176	New	+$2.36M	1.75%	12

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

Risk Paradigm Group's PFF Position: Q2 2026 in Review

Risk Paradigm Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 10% in Q2 2026, buying an estimated $661K and bringing the position to 224,325 shares worth $6.84M. The position accounts for 5.36% of the portfolio, ranked #3.

Risk Paradigm Group first reported a position in PFF in Q3 2016 and has held it in 12 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Risk Paradigm Group held 224,325 shares of iShares Preferred and Income Securities ETF worth $6.84M as of Q2 2026.
Risk Paradigm Group bought 21,223 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $661K.
iShares Preferred and Income Securities ETF made up 5.36% of Risk Paradigm Group's portfolio in Q2 2026, its #3 holding.
Risk Paradigm Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 12 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.