Symmetry Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Symmetry Partners’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	$299K	Buy	9,812 +2,525	+35%	+$78.6K	0.02%	178
2026 Q1	$221K	Sell	7,287 -2	-0%	-$63	0.01%	187
2025 Q4	$226K	Sell	7,289 -1,935	-21%	-$60.3K	0.01%	181
2025 Q3	$292K	Sell	9,224 -3	-0%	-$94	0.03%	123
2025 Q2	$283K	Buy	+9,227	New	+$278K	0.03%	117
2021 Q4	–	Sell	-250,187	Closed	-$9.6M	–	634
2021 Q3	$9.6M	Buy	250,187 +25,932	+12%	+$1.02M	0.63%	35
2021 Q2	$8.82M	Buy	224,255 +3,090	+1%	+$120K	0.59%	36
2021 Q1	$8.49M	Buy	221,165 +24,297	+12%	+$922K	0.61%	33
2020 Q4	$7.58M	Buy	196,868 +21,613	+12%	+$808K	0.59%	33
2020 Q3	$6.39M	Sell	175,255 -4,795	-3%	-$173K	0.54%	33
2020 Q2	$6.24M	Buy	180,050 +7,963	+5%	+$271K	0.78%	29
2020 Q1	$5.48M	Buy	172,087 +33,183	+24%	+$1.19M	1.22%	18
2019 Q4	$5.21M	Sell	138,904 -7	-0%	-$261	1.08%	16
2019 Q3	$5.21M	Buy	138,911 +2,930	+2%	+$109K	1.08%	16
2019 Q2	$5.01M	Buy	135,981 +4,121	+3%	+$151K	1.02%	17
2019 Q1	$4.82M	Buy	131,860 +14,605	+12%	+$525K	0.82%	20
2018 Q4	$4.01M	Buy	117,255 +5,331	+5%	+$189K	1.02%	19
2018 Q3	$4.16M	Buy	111,924 +3,812	+4%	+$143K	1.65%	15
2018 Q2	$4.08M	Buy	108,112 +2,227	+2%	+$83K	1.71%	15
2018 Q1	$3.98M	Buy	105,885 +10,102	+11%	+$379K	1.69%	16
2017 Q4	$3.65M	Buy	95,783 +8,503	+10%	+$326K	1.69%	16
2017 Q3	$3.39M	Buy	87,280 +8,664	+11%	+$338K	1.73%	16
2017 Q2	$3.08M	Buy	78,616 +16,741	+27%	+$652K	1.68%	16
2017 Q1	$2.4M	Buy	61,875 +6,162	+11%	+$236K	1.42%	19
2016 Q4	$2.07M	Buy	+55,713	New	+$2.12M	1.45%	17

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

Symmetry Partners's PFF Position: Q2 2026 in Review

Symmetry Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 35% in Q2 2026, buying an estimated $78.6K and bringing the position to 9,812 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #178.

Symmetry Partners first reported a position in PFF in Q4 2016 and has held it in 25 quarters since. The position peaked at $9.6M in Q3 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Symmetry Partners held 9,812 shares of iShares Preferred and Income Securities ETF worth $299K as of Q2 2026.
Symmetry Partners bought 2,525 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $78.6K.
iShares Preferred and Income Securities ETF made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #178 holding.
Symmetry Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 25 quarters since.
Symmetry Partners's iShares Preferred and Income Securities ETF position peaked at $9.6M in Q3 2021.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.