Roxbury Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Roxbury Financial’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	$42K	Buy	1,425 +17	+1%	+$516	0.03%	221
2026 Q2	$42.9K	Buy	1,408 +1,360	+2,833%	+$42.4K	0.03%	211
2026 Q1	$1.46K	Hold	48	–	–	﹤0.01%	353
2025 Q4	$1.49K	Hold	48	–	–	﹤0.01%	352
2025 Q3	$1.52K	Hold	48	–	–	﹤0.01%	347
2025 Q2	$1.47K	Hold	48	–	–	﹤0.01%	344
2025 Q1	$1.53K	Sell	48 -96	-67%	-$3.03K	﹤0.01%	329
2024 Q4	$4.77K	Buy	+144	New	+$4.7K	﹤0.01%	333

Other funds holding PFF

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Roxbury Financial's PFF Position: Q3 2026 in Review

Roxbury Financial increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q3 2026, buying an estimated $516 and bringing the position to 1,425 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #221.

Roxbury Financial first reported a position in PFF in Q4 2024 and has held it in 8 quarters since. The position peaked at $42.9K in Q2 2026. 422 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Roxbury Financial held 1,425 shares of iShares Preferred and Income Securities ETF worth $42K as of Q3 2026.
Roxbury Financial bought 17 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $516.
iShares Preferred and Income Securities ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #221 holding.
Roxbury Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's iShares Preferred and Income Securities ETF position peaked at $42.9K in Q2 2026.
422 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.