Sierra Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sierra Capital’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	$2.77M	Sell	90,996 -565	-0.6%	-$17.6K	0.27%	71
2026 Q1	$2.78M	Buy	91,561 +2,331	+3%	+$73K	0.3%	70
2025 Q4	$2.76M	Buy	89,230 +187	+0.2%	+$5.82K	0.29%	69
2025 Q3	$2.82M	Buy	89,043 +5,659	+7%	+$178K	0.31%	74
2025 Q2	$2.56M	Buy	83,384 +42,972	+106%	+$1.29M	0.3%	77
2025 Q1	$1.24M	Sell	40,412 -4,430	-10%	-$140K	0.15%	108
2024 Q4	$1.41M	Sell	44,842 -1,368	-3%	-$44.7K	0.17%	101
2024 Q3	$1.54M	Sell	46,210 -18,551	-29%	-$597K	0.18%	103
2024 Q2	$2.04M	Buy	64,761 +8,795	+16%	+$277K	0.27%	82
2024 Q1	$1.8M	Sell	55,966 -102	-0.2%	-$3.25K	0.24%	92
2023 Q4	$1.75M	Sell	56,068 -14,739	-21%	-$440K	0.26%	85
2023 Q3	$2.13M	Buy	70,807 +3,258	+5%	+$99.6K	0.34%	71
2023 Q2	$2.09M	Sell	67,549 -4,035	-6%	-$123K	0.33%	73
2023 Q1	$2.23M	Sell	71,584 -6,804	-9%	-$219K	0.36%	63
2022 Q4	$2.39M	Buy	78,388 +5,087	+7%	+$158K	0.41%	54
2022 Q3	$2.32M	Sell	73,301 -12,072	-14%	-$405K	0.43%	55
2022 Q2	$2.81M	Buy	85,373 +258	+0.3%	+$8.73K	0.51%	48
2022 Q1	$3.1M	Buy	85,115 +195	+0.2%	+$7.17K	0.49%	52
2021 Q4	$3.35M	Buy	84,920 +8,878	+12%	+$345K	0.5%	50
2021 Q3	$2.99M	Buy	76,042 +1,465	+2%	+$57.5K	0.5%	53
2021 Q2	$2.93M	Sell	74,577 -809	-1%	-$31.3K	0.54%	51
2021 Q1	$2.9M	Buy	+75,386	New	+$2.86M	0.54%	47

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

Sierra Capital's PFF Position: Q2 2026 in Review

Sierra Capital reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.62% in Q2 2026, selling an estimated $17.6K and leaving 90,996 shares worth $2.77M. The position accounts for 0.27% of the portfolio, ranked #71.

Sierra Capital first reported a position in PFF in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.35M in Q4 2021. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sierra Capital held 90,996 shares of iShares Preferred and Income Securities ETF worth $2.77M as of Q2 2026.
Sierra Capital sold 565 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $17.6K.
iShares Preferred and Income Securities ETF made up 0.27% of Sierra Capital's portfolio in Q2 2026, its #71 holding.
Sierra Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 22 quarters since.
Sierra Capital's iShares Preferred and Income Securities ETF position peaked at $3.35M in Q4 2021.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.