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

Rockingstone 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 Q2	$1.03M	Sell	33,692 -2,855	-8%	-$88.9K	0.41%	61
2026 Q1	$1.11M	Buy	36,547 +785	+2%	+$24.6K	0.51%	57
2025 Q4	$1.11M	Buy	35,762 +535	+2%	+$16.7K	0.5%	56
2025 Q3	$1.11M	Sell	35,227 -2,755	-7%	-$86.6K	0.55%	54
2025 Q2	$1.17M	Sell	37,982 -345	-0.9%	-$10.4K	0.61%	51
2025 Q1	$1.18M	Sell	38,327 -9,930	-21%	-$313K	0.53%	51
2024 Q4	$1.52M	Sell	48,257 -549	-1%	-$17.9K	0.67%	46
2024 Q3	$1.62M	Sell	48,806 -8,206	-14%	-$264K	0.8%	42
2024 Q2	$1.8M	Buy	57,012 +2,289	+4%	+$72.1K	0.92%	39
2024 Q1	$1.76M	Buy	54,723 +3,310	+6%	+$106K	0.91%	42
2023 Q4	$1.6M	Sell	51,413 -15,780	-23%	-$471K	0.9%	42
2023 Q3	$2.03M	Buy	67,193 +9,750	+17%	+$298K	1.12%	33
2023 Q2	$1.78M	Buy	57,443 +40	+0.1%	+$1.22K	1%	37
2023 Q1	$1.79M	Sell	57,403 -28,538	-33%	-$917K	1.09%	38
2022 Q4	$2.62M	Buy	+85,941	New	+$2.67M	1.96%	12

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Rockingstone Advisors's PFF Position: Q2 2026 in Review

Rockingstone Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.8% in Q2 2026, selling an estimated $88.9K and leaving 33,692 shares worth $1.03M. The position accounts for 0.41% of the portfolio, ranked #61.

Rockingstone Advisors first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.62M in Q4 2022. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Rockingstone Advisors held 33,692 shares of iShares Preferred and Income Securities ETF worth $1.03M as of Q2 2026.
Rockingstone Advisors sold 2,855 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $88.9K.
iShares Preferred and Income Securities ETF made up 0.41% of Rockingstone Advisors's portfolio in Q2 2026, its #61 holding.
Rockingstone Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Rockingstone Advisors's iShares Preferred and Income Securities ETF position peaked at $2.62M in Q4 2022.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.