Three Bearings Fiduciary Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.28M Buy
74,617
+1,875
+3% +$58.4K 2.04% 13
2026
Q1
$2.21M Buy
72,742
+22
+0% +$689 2.13% 13
2025
Q4
$2.3M Buy
+72,720
New +$2.26M 2.16% 13

Other funds holding PFF

Three Bearings Fiduciary Advisors's PFF Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q2 2026, buying an estimated $58.4K and bringing the position to 74,617 shares worth $2.28M. The position accounts for 2.04% of the portfolio, ranked #13.

Three Bearings Fiduciary Advisors first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q4 2025. 631 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 74,617 shares of iShares Preferred and Income Securities ETF worth $2.28M as of Q2 2026.
  • Three Bearings Fiduciary Advisors bought 1,875 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $58.4K.
  • iShares Preferred and Income Securities ETF made up 2.04% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #13 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares Preferred and Income Securities ETF position peaked at $2.3M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.