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Safe Harbor Fiduciary’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Safe Harbor Fiduciary’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
Q1 		– Sell
-1,602
Closed -$49.6K – 150
2025
Q4 		$49.6K Buy
+1,602
New +$49.9K 0.04% 99
2025
Q2 		– Sell
-101,205
Closed -$3.11M – 256
2025
Q1 		$3.11M Sell
101,205
-551
-0.5% -$17.4K 3.22% 6
2024
Q4 		$3.2M Sell
101,756
-1,005
-1% -$32.8K 3.26% 6
2024
Q3 		$3.41M Buy
+102,761
New +$3.31M 3.2% 7

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Safe Harbor Fiduciary's PFF Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 1,602 shares — an estimated $49.6K sold.

Safe Harbor Fiduciary first reported a position in PFF in Q3 2024 and held it in 4 quarters. The position peaked at $3.41M in Q3 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,602 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $49.6K.
  • Safe Harbor Fiduciary first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and held it in 4 quarters.
  • Safe Harbor Fiduciary's iShares Preferred and Income Securities ETF position peaked at $3.41M in Q3 2024.
  • 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.