Wilson & Boucher Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wilson & Boucher Capital Management’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	$253K	Hold	8,300	–	–	0.15%	106
2026 Q1	$252K	Hold	8,300	–	–	0.17%	99
2025 Q4	$257K	Hold	8,300	–	–	0.17%	102
2025 Q3	$262K	Sell	8,300 -400	-5%	-$12.6K	0.17%	99
2025 Q2	$267K	Sell	8,700 -2,100	-19%	-$63.2K	0.19%	97
2025 Q1	$332K	Buy	10,800 +800	+8%	+$25.2K	0.25%	90
2024 Q4	$314K	Hold	10,000	–	–	0.22%	91
2024 Q3	$332K	Sell	10,000 -300	-3%	-$9.65K	0.23%	90
2024 Q2	$325K	Sell	10,300 -300	-3%	-$9.44K	0.25%	88
2024 Q1	$342K	Hold	10,600	–	–	0.27%	86
2023 Q4	$331K	Sell	10,600 -300	-3%	-$8.96K	0.28%	84
2023 Q3	$329K	Hold	10,900	–	–	0.31%	79
2023 Q2	$337K	Sell	10,900 -1,200	-10%	-$36.7K	0.3%	77
2023 Q1	$378K	Sell	12,100 -400	-3%	-$12.8K	0.36%	74
2022 Q4	$382K	Sell	12,500 -600	-5%	-$18.7K	0.39%	68
2022 Q3	$415K	Hold	13,100	–	–	0.48%	62
2022 Q2	$431K	Sell	13,100 -400	-3%	-$13.5K	0.47%	63
2022 Q1	$492K	Hold	13,500	–	–	0.45%	67
2021 Q4	$532K	Buy	+13,500	New	+$525K	0.48%	62

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

Wilson & Boucher Capital Management's PFF Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 8,300 shares worth $253K. The position accounts for 0.15% of the portfolio, ranked #106.

Wilson & Boucher Capital Management first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $532K in Q4 2021. 974 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wilson & Boucher Capital Management held 8,300 shares of iShares Preferred and Income Securities ETF worth $253K as of Q2 2026.
Wilson & Boucher Capital Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.15% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #106 holding.
Wilson & Boucher Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
Wilson & Boucher Capital Management's iShares Preferred and Income Securities ETF position peaked at $532K in Q4 2021.
974 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.