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Willis Johnson & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Willis Johnson & Associates’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
Q1 		$431K Sell
14,215
-2,085
-13% -$65.3K 0.03% 124
2025
Q4 		$505K Buy
16,300
+309
+2% +$9.62K 0.03% 103
2025
Q3 		$506K Sell
15,991
-296
-2% -$9.31K 0.03% 100
2025
Q2 		$500K Buy
16,287
+1,021
+7% +$30.7K 0.03% 99
2025
Q1 		$469K Sell
15,266
-11,081
-42% -$349K 0.04% 94
2024
Q4 		$828K Buy
26,347
+94
+0.4% +$3.07K 0.06% 72
2024
Q3 		$872K Buy
26,253
+98
+0.4% +$3.15K 0.07% 67
2024
Q2 		$825K Buy
26,155
+2,511
+11% +$79K 0.07% 67
2024
Q1 		$762K Sell
23,644
-522
-2% -$16.6K 0.07% 67
2023
Q4 		$754K Buy
24,166
+4,442
+23% +$133K 0.07% 66
2023
Q3 		$595K Buy
19,724
+977
+5% +$29.9K 0.06% 74
2023
Q2 		$580K Hold
18,747
– – 0.06% 74
2023
Q1 		$585K Hold
18,747
– – 0.07% 71
2022
Q4 		$572K Buy
18,747
+159
+0.9% +$4.95K 0.07% 70
2022
Q3 		$589K Buy
18,588
+52
+0.3% +$1.74K 0.09% 65
2022
Q2 		$609K Hold
18,536
– – 0.08% 65
2022
Q1 		$675K Sell
18,536
-13,117
-41% -$482K 0.09% 61
2021
Q4 		$1.25M Buy
31,653
+312
+1% +$12.1K 0.16% 46
2021
Q3 		$1.22M Sell
31,341
-217
-0.7% -$8.51K 0.17% 45
2021
Q2 		$1.24M Buy
31,558
+42
+0.1% +$1.63K 0.18% 39
2021
Q1 		$1.21M Buy
31,516
+1,471
+5% +$55.8K 0.19% 38
2020
Q4 		$1.16M Buy
+30,045
New +$1.12M 0.19% 38

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Willis Johnson & Associates's PFF Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q1 2026, selling an estimated $65.3K and leaving 14,215 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #124.

Willis Johnson & Associates first reported a position in PFF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Willis Johnson & Associates held 14,215 shares of iShares Preferred and Income Securities ETF worth $431K as of Q1 2026.
  • Willis Johnson & Associates sold 2,085 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $65.3K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q1 2026, its #124 holding.
  • Willis Johnson & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Preferred and Income Securities ETF position peaked at $1.25M in Q4 2021.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.