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 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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Roxbury Financial's PFF Position: Q2 2026 in Review

Roxbury Financial increased its iShares Preferred and Income Securities ETF (PFF) stake by 2,833% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,408 shares worth $42.9K. The position accounts for 0.03% of the portfolio, ranked #211.

Roxbury Financial first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Roxbury Financial held 1,408 shares of iShares Preferred and Income Securities ETF worth $42.9K as of Q2 2026.
Roxbury Financial bought 1,360 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $42.4K.
iShares Preferred and Income Securities ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #211 holding.
Roxbury Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.