Sweeney & Michel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sweeney & Michel’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 Q1	$446K	Buy	14,399 +60	+0.4%	+$1.88K	0.13%	98
2025 Q4	$453K	Buy	14,339 +197	+1%	+$6.13K	0.13%	99
2025 Q3	$440K	Sell	14,142 -840	-6%	-$26.4K	0.15%	94
2025 Q2	$468K	Buy	14,982 +223	+2%	+$6.71K	0.17%	89
2025 Q1	$428K	Buy	+14,759	New	+$465K	0.19%	83
2024 Q3	$485K	Buy	14,493 +294	+2%	+$9.46K	0.19%	77
2024 Q2	$446K	Sell	14,199 -1,310	-8%	-$41.2K	0.19%	74
2024 Q1	$488K	Buy	+15,509	New	+$494K	0.22%	68
2023 Q3	$463K	Buy	15,572 +648	+4%	+$19.8K	0.24%	69
2023 Q2	$458K	Buy	14,924 +194	+1%	+$5.94K	0.24%	71
2023 Q1	$456K	Buy	+14,730	New	+$473K	0.24%	68

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sweeney & Michel's PFF Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.42% in Q1 2026, buying an estimated $1.88K and bringing the position to 14,399 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #98.

Sweeney & Michel first reported a position in PFF in Q1 2023 and has held it in 11 quarters since. The position peaked at $488K in Q1 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Sweeney & Michel held 14,399 shares of iShares Preferred and Income Securities ETF worth $446K as of Q1 2026.
Sweeney & Michel bought 60 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.88K.
iShares Preferred and Income Securities ETF made up 0.13% of Sweeney & Michel's portfolio in Q1 2026, its #98 holding.
Sweeney & Michel first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's iShares Preferred and Income Securities ETF position peaked at $488K in Q1 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.