Union Savings Bank’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Union Savings Bank’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	$108K	Hold	3,539	–	–	0.04%	171
2026 Q1	$107K	Hold	3,539	–	–	0.05%	165
2025 Q4	$110K	Buy	+3,539	New	+$110K	0.05%	173
2025 Q2	$111K	Hold	3,539	–	–	0.05%	167
2025 Q1	$109K	Sell	3,539 -200	-5%	-$6.3K	0.05%	169
2024 Q4	$118K	Hold	3,739	–	–	0.06%	162
2024 Q3	$124K	Hold	3,739	–	–	0.06%	159
2024 Q2	$118K	Hold	3,739	–	–	0.06%	164
2024 Q1	$120K	Hold	3,739	–	–	0.06%	166
2023 Q4	$117K	Sell	3,739 -142	-4%	-$4.24K	0.07%	162
2023 Q3	$117K	Sell	3,881 -133	-3%	-$4.07K	0.07%	155
2023 Q2	$125K	Buy	+4,014	New	+$123K	0.07%	154

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

Union Savings Bank's PFF Position: Q2 2026 in Review

Union Savings Bank held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 3,539 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #171.

Union Savings Bank first reported a position in PFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $125K in Q2 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Union Savings Bank held 3,539 shares of iShares Preferred and Income Securities ETF worth $108K as of Q2 2026.
Union Savings Bank left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #171 holding.
Union Savings Bank first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares Preferred and Income Securities ETF position peaked at $125K in Q2 2023.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.