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Unify Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Unify Financial Advisors’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 		$641K Sell
21,034
-8,418
-29% -$262K 0.59% 47
2026
Q1 		$893K Buy
29,452
+12,196
+71% +$382K 0.93% 32
2025
Q4 		$534K Buy
+17,256
New +$537K 0.56% 49

Other funds holding PFF

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unify Financial Advisors's PFF Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 29% in Q2 2026, selling an estimated $262K and leaving 21,034 shares worth $641K. The position accounts for 0.59% of the portfolio, ranked #47.

Unify Financial Advisors first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $893K in Q1 2026. 262 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Unify Financial Advisors held 21,034 shares of iShares Preferred and Income Securities ETF worth $641K as of Q2 2026.
  • Unify Financial Advisors sold 8,418 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $262K.
  • iShares Preferred and Income Securities ETF made up 0.59% of Unify Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Unify Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $893K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.