SFMG Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $295K | Sell |
9,736
-767
| -7% | -$24K | 0.02% | 251 |
|
|
2025
Q4 | $325K | Buy |
10,503
+467
| +5% | +$14.5K | 0.02% | 231 |
|
|
2025
Q3 | $317K | Buy |
10,036
+94
| +0.9% | +$2.96K | 0.02% | 224 |
|
|
2025
Q2 | $305K | Buy |
9,942
+100
| +1% | +$3.01K | 0.02% | 208 |
|
|
2025
Q1 | $302K | Buy |
9,842
+63
| +0.6% | +$1.99K | 0.02% | 198 |
|
|
2024
Q4 | $307K | Buy |
9,779
+115
| +1% | +$3.75K | 0.02% | 196 |
|
|
2024
Q3 | $321K | Buy |
9,664
+85
| +0.9% | +$2.74K | 0.03% | 193 |
|
|
2024
Q2 | $302K | Buy |
9,579
+82
| +0.9% | +$2.58K | 0.03% | 194 |
|
|
2024
Q1 | $306K | Buy |
9,497
+58
| +0.6% | +$1.85K | 0.03% | 194 |
|
|
2023
Q4 | $294K | Buy |
9,439
+22
| +0.2% | +$657 | 0.03% | 197 |
|
|
2023
Q3 | $284K | Sell |
9,417
-815
| -8% | -$24.9K | 0.03% | 184 |
|
|
2023
Q2 | $316K | Buy |
10,232
+1,438
| +16% | +$44K | 0.03% | 173 |
|
|
2023
Q1 | $275K | Sell |
8,794
-5,837
| -40% | -$187K | 0.03% | 192 |
|
|
2022
Q4 | $447K | Buy |
14,631
+1,476
| +11% | +$45.9K | 0.05% | 143 |
|
|
2022
Q3 | $404K | Buy |
13,155
+1
| +0% | +$34 | 0.05% | 139 |
|
|
2022
Q2 | $432K | Buy |
13,154
+2
| +0% | +$68 | 0.05% | 140 |
|
|
2022
Q1 | $479K | Hold |
13,152
| – | – | 0.05% | 147 |
|
|
2021
Q4 | $519K | Buy |
13,152
+2
| +0% | +$78 | 0.05% | 151 |
|
|
2021
Q3 | $510K | Buy |
13,150
+1
| +0% | +$39 | 0.06% | 143 |
|
|
2021
Q2 | $517K | Buy |
13,149
+1
| +0% | +$39 | 0.06% | 146 |
|
|
2021
Q1 | $505K | Sell |
13,148
-349
| -3% | -$13.2K | 0.06% | 139 |
|
|
2020
Q4 | $520K | Buy |
13,497
+801
| +6% | +$29.9K | 0.07% | 123 |
|
|
2020
Q3 | $463K | Buy |
12,696
+1
| +0% | +$36 | 0.06% | 114 |
|
|
2020
Q2 | $440K | Buy |
12,695
+2
| +0% | +$68 | 0.06% | 103 |
|
|
2020
Q1 | $404K | Buy |
12,693
+1
| +0% | +$36 | 0.06% | 86 |
|
|
2019
Q4 | $477K | Buy |
12,692
+1
| +0% | +$37 | 0.06% | 106 |
|
|
2019
Q3 | $476K | Buy |
12,691
+1
| +0% | +$37 | 0.06% | 95 |
|
|
2019
Q2 | $474K | Buy |
12,690
+2
| +0% | +$73 | 0.06% | 94 |
|
|
2019
Q1 | $464K | Sell |
12,688
-816
| -6% | -$29.3K | 0.07% | 85 |
|
|
2018
Q4 | $462K | Buy |
13,504
+501
| +4% | +$17.7K | 0.07% | 77 |
|
|
2018
Q3 | $467K | Buy |
13,003
+2
| +0% | +$75 | 0.07% | 73 |
|
|
2018
Q2 | $490K | Sell |
13,001
-999
| -7% | -$37.2K | 0.08% | 71 |
|
|
2018
Q1 | $526K | Buy |
14,000
+1,028
| +8% | +$38.6K | 0.09% | 68 |
|
|
2017
Q4 | $494K | Sell |
12,972
-749
| -5% | -$28.8K | 0.08% | 73 |
|
|
2017
Q3 | $533K | Buy |
13,721
+1
| +0% | +$39 | 0.1% | 63 |
|
|
2017
Q2 | $537K | Buy |
13,720
+751
| +6% | +$29.2K | 0.11% | 60 |
|
|
2017
Q1 | $502K | Buy |
12,969
+79
| +0.6% | +$3.02K | 0.1% | 60 |
|
|
2016
Q4 | $480K | Sell |
12,890
-634
| -5% | -$24.1K | 0.1% | 63 |
|
|
2016
Q3 | $534K | Buy |
13,524
+6,350
| +89% | +$253K | 0.12% | 63 |
|
|
2016
Q2 | $286K | Buy |
+7,174
| New | +$281K | 0.06% | 87 |
|
|
2015
Q2 | – | Sell |
-7,131
| Closed | -$286K | – | 157 |
|
|
2015
Q1 | $286K | Buy |
+7,131
| New | +$284K | 0.02% | 137 |
|
Other funds holding PFF
FIB
SFMG Wealth Advisors's PFF Position: Q1 2026 in Review
SFMG Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.3% in Q1 2026, selling an estimated $24K and leaving 9,736 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #251.
SFMG Wealth Advisors first reported a position in PFF in Q1 2015 and has held it in 41 quarters since. The position peaked at $537K in Q2 2017. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.
- SFMG Wealth Advisors held 9,736 shares of iShares Preferred and Income Securities ETF worth $295K as of Q1 2026.
- SFMG Wealth Advisors sold 767 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $24K.
- iShares Preferred and Income Securities ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #251 holding.
- SFMG Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 41 quarters since.
- SFMG Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $537K in Q2 2017.
- 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.