Winthrop Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Winthrop Advisory Group’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	$238K	Hold	7,795	–	–	0.02%	198
2026 Q1	$236K	Hold	7,795	–	–	0.02%	173
2025 Q4	$241K	Hold	7,795	–	–	0.02%	164
2025 Q3	$246K	Hold	7,795	–	–	0.02%	158
2025 Q2	$239K	Sell	7,795 -1,500	-16%	-$45.1K	0.02%	155
2025 Q1	$286K	Hold	9,295	–	–	0.03%	119
2024 Q4	$292K	Hold	9,295	–	–	0.04%	119
2024 Q3	$309K	Hold	9,295	–	–	0.04%	113
2024 Q2	$293K	Hold	9,295	–	–	0.04%	113
2024 Q1	$300K	Hold	9,295	–	–	0.04%	114
2023 Q4	$290K	Hold	9,295	–	–	0.05%	106
2023 Q3	$280K	Hold	9,295	–	–	0.05%	96
2023 Q2	$287K	Hold	9,295	–	–	0.05%	103
2023 Q1	$290K	Hold	9,295	–	–	0.05%	100
2022 Q4	$284K	Sell	9,295 -14,255	-61%	-$443K	0.05%	102
2022 Q3	$280K	Buy	23,550 +14,762	+168%	+$495K	0.06%	87
2022 Q2	$289K	Hold	8,788	–	–	0.07%	90
2022 Q1	$320K	Hold	8,788	–	–	0.07%	99
2021 Q4	$347K	Buy	8,788 +280	+3%	+$10.9K	0.07%	91
2021 Q3	$330K	Buy	8,508 +260	+3%	+$10.2K	0.07%	90
2021 Q2	$323K	Hold	8,248	–	–	0.07%	93
2021 Q1	$315K	Hold	8,248	–	–	0.08%	94
2020 Q4	$318K	Sell	8,248 -8,248	-50%	-$308K	0.08%	90
2020 Q3	$598K	Buy	16,496 +8,548	+108%	+$308K	0.18%	48
2020 Q2	$275K	Hold	7,948	–	–	0.1%	71
2020 Q1	$252K	Hold	7,948	–	–	0.1%	71
2019 Q4	$299K	Buy	+7,948	New	+$296K	0.11%	80

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

Winthrop Advisory Group's PFF Position: Q2 2026 in Review

Winthrop Advisory Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 7,795 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #198.

Winthrop Advisory Group first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $598K in Q3 2020. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Winthrop Advisory Group held 7,795 shares of iShares Preferred and Income Securities ETF worth $238K as of Q2 2026.
Winthrop Advisory Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #198 holding.
Winthrop Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
Winthrop Advisory Group's iShares Preferred and Income Securities ETF position peaked at $598K in Q3 2020.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.