WhitTier Trust Company’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WhitTier Trust Company’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	$354K	Sell	11,615 -3,830	-25%	-$119K	0.01%	439
2026 Q1	$471K	Buy	15,445 +25	+0.2%	+$783	0.01%	387
2025 Q4	$485K	Sell	15,420 -3,997	-21%	-$124K	0.01%	366
2025 Q3	$617K	Sell	19,417 -6,312	-25%	-$198K	0.01%	337
2025 Q2	$789K	Sell	25,729 -175	-0.7%	-$5.27K	0.02%	336
2025 Q1	$796K	Buy	25,904 +5,643	+28%	+$178K	0.02%	325
2024 Q4	$637K	Buy	20,261 +5,641	+39%	+$184K	0.02%	336
2024 Q3	$486K	Buy	14,620 +7,794	+114%	+$251K	0.01%	362
2024 Q2	$215K	Hold	6,826	–	–	0.01%	452
2024 Q1	$220K	Hold	6,826	–	–	0.01%	454
2023 Q4	$213K	Sell	6,826 -1,181	-15%	-$35.3K	0.01%	453
2023 Q3	$241K	Sell	8,007 -880	-10%	-$26.9K	0.01%	429
2023 Q2	$275K	Sell	8,887 -742	-8%	-$22.7K	0.01%	418
2023 Q1	$301K	Sell	9,629 -14,052	-59%	-$451K	0.01%	399
2022 Q4	$723K	Buy	23,681 +2,821	+14%	+$87.8K	0.03%	307
2022 Q3	$661K	Sell	20,860 -749	-3%	-$25.1K	0.03%	314
2022 Q2	$710K	Buy	21,609 +9,410	+77%	+$318K	0.03%	305
2022 Q1	$444K	Hold	12,199	–	–	0.02%	360
2021 Q4	$481K	Buy	12,199 +309	+3%	+$12K	0.02%	347
2021 Q3	$461K	Buy	11,890 +72	+0.6%	+$2.82K	0.02%	347
2021 Q2	$465K	Buy	11,818 +126	+1%	+$4.88K	0.02%	349
2021 Q1	$449K	Hold	11,692	–	–	0.02%	345
2020 Q4	$450K	Buy	11,692 +1,108	+10%	+$41.4K	0.02%	328
2020 Q3	$386K	Hold	10,584	–	–	0.02%	329
2020 Q2	$366K	Buy	10,584 +1,500	+17%	+$51.1K	0.02%	325
2020 Q1	$289K	Sell	9,084 -3,150	-26%	-$113K	0.02%	337
2019 Q4	$460K	Hold	12,234	–	–	0.03%	309
2019 Q3	$459K	Buy	12,234 +2,200	+22%	+$81.9K	0.03%	308
2019 Q2	$369K	Hold	10,034	–	–	0.03%	323
2019 Q1	$367K	Sell	10,034 -1,225	-11%	-$44K	0.03%	319
2018 Q4	$385K	Buy	11,259 +3,335	+42%	+$118K	0.03%	297
2018 Q3	$294K	Sell	7,924 -557	-7%	-$20.9K	0.02%	338
2018 Q2	$320K	Sell	8,481 -1,408	-14%	-$52.4K	0.03%	326
2018 Q1	$372K	Buy	9,889 +800	+9%	+$30K	0.03%	293
2017 Q4	$346K	Buy	9,089 +130	+1%	+$4.99K	0.03%	295
2017 Q3	$348K	Buy	8,959 +686	+8%	+$26.7K	0.03%	294
2017 Q2	$324K	Buy	8,273 +333	+4%	+$13K	0.03%	295
2017 Q1	$307K	Hold	7,940	–	–	0.03%	294
2016 Q4	$295K	Sell	7,940 -1,450	-15%	-$55.1K	0.03%	293
2016 Q3	$371K	Buy	9,390 +1,300	+16%	+$51.9K	0.04%	264
2016 Q2	$323K	Hold	8,090	–	–	0.04%	281
2016 Q1	$316K	Sell	8,090 -2,400	-23%	-$91.7K	0.04%	281
2015 Q4	$407K	Buy	10,490 +690	+7%	+$26.9K	0.05%	252
2015 Q3	$378K	Hold	9,800	–	–	0.05%	267
2015 Q2	$383K	Sell	9,800 -675	-6%	-$26.8K	0.04%	286
2015 Q1	$420K	Sell	10,475 -650	-6%	-$25.9K	0.05%	269
2014 Q4	$439K	Sell	11,125 -1,500	-12%	-$59.3K	0.05%	266
2014 Q3	$499K	Sell	12,625 -3,750	-23%	-$149K	0.06%	248
2014 Q2	$654K	Sell	16,375 -1,420	-8%	-$56K	0.07%	224
2014 Q1	$695K	Sell	17,795 -500	-3%	-$19.1K	0.08%	205
2013 Q4	$674K	Sell	18,295 -19,080	-51%	-$720K	0.08%	201
2013 Q3	$1.42M	Sell	37,375 -2,350	-6%	-$89.8K	0.19%	112
2013 Q2	$1.56M	Buy	+39,725	New	+$1.6M	0.23%	98

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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 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

WhitTier Trust Company's PFF Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares Preferred and Income Securities ETF (PFF) stake by 25% in Q2 2026, selling an estimated $119K and leaving 11,615 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #439.

WhitTier Trust Company first reported a position in PFF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.56M in Q2 2013. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

WhitTier Trust Company held 11,615 shares of iShares Preferred and Income Securities ETF worth $354K as of Q2 2026.
WhitTier Trust Company sold 3,830 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $119K.
iShares Preferred and Income Securities ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #439 holding.
WhitTier Trust Company first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares Preferred and Income Securities ETF position peaked at $1.56M in Q2 2013.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.