Sage Investment Advisers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sage Investment Advisers’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	$1.7M	Buy	55,595 +21,199	+62%	+$660K	1.14%	26
2026 Q1	$1.04M	Buy	34,396 +5,818	+20%	+$182K	0.77%	38
2025 Q4	$885K	Buy	+28,578	New	+$890K	0.66%	40

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

Sage Investment Advisers's PFF Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Preferred and Income Securities ETF (PFF) stake by 62% in Q2 2026, buying an estimated $660K and bringing the position to 55,595 shares worth $1.7M. The position accounts for 1.14% of the portfolio, ranked #26.

Sage Investment Advisers first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sage Investment Advisers held 55,595 shares of iShares Preferred and Income Securities ETF worth $1.7M as of Q2 2026.
Sage Investment Advisers bought 21,199 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $660K.
iShares Preferred and Income Securities ETF made up 1.14% of Sage Investment Advisers's portfolio in Q2 2026, its #26 holding.
Sage Investment Advisers first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.