Tempus Wealth Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tempus Wealth Planning’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	$245K	Sell	8,052 -29,700	-79%	-$925K	0.05%	251
2026 Q1	$1.14M	Buy	37,752 +20,018	+113%	+$627K	0.26%	110
2025 Q4	$549K	Sell	17,734 -65,518	-79%	-$2.04M	0.13%	168
2025 Q3	$2.63M	Buy	83,252 +2,531	+3%	+$79.6K	0.6%	36
2025 Q2	$2.48M	Buy	80,721 +29,935	+59%	+$901K	0.62%	40
2025 Q1	$1.56M	Buy	50,786 +35,788	+239%	+$1.13M	0.47%	60
2024 Q4	$472K	Buy	14,998 +5,836	+64%	+$191K	0.14%	149
2024 Q3	$304K	Buy	9,162 +2,252	+33%	+$72.5K	0.11%	167
2024 Q2	$218K	Sell	6,910 -79,225	-92%	-$2.49M	0.09%	185
2024 Q1	$2.78M	Sell	86,135 -671	-0.8%	-$21.4K	1.22%	17
2023 Q4	$2.71M	Buy	86,806 +79,871	+1,152%	+$2.39M	1.19%	19
2023 Q3	$209K	Buy	6,935 +168	+2%	+$5.13K	0.1%	155
2023 Q2	$209K	Buy	+6,767	New	+$207K	0.09%	174
2022 Q1	–	Sell	-6,029	Closed	-$238K	–	147
2021 Q4	$238K	Hold	6,029	–	–	0.13%	139
2021 Q3	$234K	Hold	6,029	–	–	0.13%	139
2021 Q2	$237K	Buy	+6,029	New	+$234K	0.16%	136

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

Tempus Wealth Planning's PFF Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Preferred and Income Securities ETF (PFF) stake by 79% in Q2 2026, selling an estimated $925K and leaving 8,052 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #251.

Tempus Wealth Planning first reported a position in PFF in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Tempus Wealth Planning held 8,052 shares of iShares Preferred and Income Securities ETF worth $245K as of Q2 2026.
Tempus Wealth Planning sold 29,700 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $925K.
iShares Preferred and Income Securities ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #251 holding.
Tempus Wealth Planning first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and has held it in 16 quarters since.
Tempus Wealth Planning's iShares Preferred and Income Securities ETF position peaked at $2.78M in Q1 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.