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John Boyer, Inc.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

John Boyer, Inc.’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 		– Sell
-7,608
Closed -$231K – 41
2026
Q1 		$231K Sell
7,608
-4,463
-37% -$140K 0.23% 38
2025
Q4 		$374K Sell
12,071
-1,817
-13% -$56.6K 0.38% 28
2025
Q3 		$439K Buy
+13,888
New +$437K 0.44% 23

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

John Boyer, Inc.'s PFF Position: Q2 2026 in Review

John Boyer, Inc. sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,608 shares — an estimated $231K sold.

John Boyer, Inc. first reported a position in PFF in Q3 2025 and held it in 3 quarters. The position peaked at $439K in Q3 2025. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • John Boyer, Inc. reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • John Boyer, Inc. sold 7,608 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $231K.
  • John Boyer, Inc. first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 3 quarters.
  • John Boyer, Inc.'s iShares Preferred and Income Securities ETF position peaked at $439K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.