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 Q3	$431K	Buy	14,600 +52	+0.4%	+$1.58K	0.11%	104
2026 Q2	$446K	Buy	14,548 +149	+1%	+$4.64K	0.12%	104
2026 Q1	$446K	Buy	14,399 +60	+0.4%	+$1.88K	0.13%	98
2025 Q4	$453K	Buy	14,339 +197	+1%	+$6.14K	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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sweeney & Michel's PFF Position: Q3 2026 in Review

Sweeney & Michel increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.36% in Q3 2026, buying an estimated $1.58K and bringing the position to 14,600 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #104.

Sweeney & Michel first reported a position in PFF in Q1 2023 and has held it in 13 quarters since. The position peaked at $488K in Q1 2024. 317 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Sweeney & Michel held 14,600 shares of iShares Preferred and Income Securities ETF worth $431K as of Q3 2026.
Sweeney & Michel bought 52 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $1.58K.
iShares Preferred and Income Securities ETF made up 0.11% of Sweeney & Michel's portfolio in Q3 2026, its #104 holding.
Sweeney & Michel first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Preferred and Income Securities ETF position peaked at $488K in Q1 2024.
317 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.