Schroder Investment Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Schroder Investment Management Group’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	$2.35M	Sell	76,724 -19,839	-21%	-$618K	﹤0.01%	897
2026 Q1	$2.91M	Hold	96,563	–	–	﹤0.01%	862
2025 Q4	$3M	Sell	96,563 -18,973	-16%	-$591K	﹤0.01%	827
2025 Q3	$3.67M	Sell	115,536 -18,627	-14%	-$586K	﹤0.01%	824
2025 Q2	$4.11M	Buy	134,163 +11,133	+9%	+$335K	﹤0.01%	803
2025 Q1	$3.8M	Hold	123,030	–	–	﹤0.01%	815
2024 Q4	$3.87M	Hold	123,030	–	–	﹤0.01%	818
2024 Q3	$4.12M	Sell	123,030 -12,933	-10%	-$416K	﹤0.01%	821
2024 Q2	$4.29M	Buy	135,963 +3,548	+3%	+$112K	﹤0.01%	807
2024 Q1	$4.27M	Sell	132,415 -9,046	-6%	-$288K	0.01%	809
2023 Q4	$4.41M	Hold	141,461	–	–	0.01%	794
2023 Q3	$4.27M	Sell	141,461 -33,629	-19%	-$1.03M	0.01%	779
2023 Q2	$5.42M	Buy	175,090 +4,488	+3%	+$137K	0.01%	770
2023 Q1	$5.33M	Sell	170,602 -23,010	-12%	-$739K	0.01%	774
2022 Q4	$5.91M	Sell	193,612 -13,019	-6%	-$405K	0.01%	749
2022 Q3	$6.54M	Hold	206,631	–	–	0.01%	719
2022 Q2	$6.8M	Hold	206,631	–	–	0.01%	731
2022 Q1	$7.51M	Buy	+206,631	New	+$7.6M	0.01%	738
2021 Q2	–	Sell	-128,763	Closed	-$4.94M	–	1585
2021 Q1	$4.94M	Sell	128,763 -26,119	-17%	-$991K	0.01%	819
2020 Q4	$5.96M	Buy	+154,882	New	+$5.79M	0.01%	764
2016 Q3	–	Sell	-147,540	Closed	-$5.88M	–	1184
2016 Q2	$5.88M	Hold	147,540	–	–	0.01%	700
2016 Q1	$5.75M	Hold	147,540	–	–	0.01%	670
2015 Q4	$5.73M	Sell	147,540 -131,180	-47%	-$5.11M	0.01%	720
2015 Q3	$10.8M	Hold	278,720	–	–	0.02%	582
2015 Q2	$10.9M	Hold	278,720	–	–	0.02%	619
2015 Q1	$11.2M	Buy	+278,720	New	+$11.1M	0.02%	620

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 22.9% 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

Schroder Investment Management Group's PFF Position: Q2 2026 in Review

Schroder Investment Management Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 21% in Q2 2026, selling an estimated $618K and leaving 76,724 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Schroder Investment Management Group first reported a position in PFF in Q1 2015 and has held it in 26 quarters since. The position peaked at $11.2M in Q1 2015. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Schroder Investment Management Group held 76,724 shares of iShares Preferred and Income Securities ETF worth $2.35M as of Q2 2026.
Schroder Investment Management Group sold 19,839 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $618K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #897 holding.
Schroder Investment Management Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 26 quarters since.
Schroder Investment Management Group's iShares Preferred and Income Securities ETF position peaked at $11.2M in Q1 2015.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.