180 Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

180 Wealth Advisors’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	$265K	Hold	8,706	–	–	0.03%	411
2026 Q1	$264K	Hold	8,706	–	–	0.03%	383
2025 Q4	$270K	Hold	8,706	–	–	0.03%	389
2025 Q3	$275K	Hold	8,706	–	–	0.03%	380
2025 Q2	$267K	Hold	8,706	–	–	0.04%	353
2025 Q1	$268K	Hold	8,706	–	–	0.04%	340
2024 Q4	$274K	Hold	8,706	–	–	0.04%	335
2024 Q3	$289K	Buy	8,706 +407	+5%	+$13.1K	0.05%	337
2024 Q2	$265K	Buy	+8,299	New	+$261K	0.04%	345
2024 Q1	–	Sell	-6,575	Closed	-$205K	–	418
2023 Q4	$205K	Sell	6,575 -187	-3%	-$5.59K	0.04%	352
2023 Q3	$204K	Buy	+6,762	New	+$207K	0.05%	333

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

180 Wealth Advisors's PFF Position: Q2 2026 in Review

180 Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 8,706 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #411.

180 Wealth Advisors first reported a position in PFF in Q3 2023 and has held it in 11 quarters since. The position peaked at $289K in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

180 Wealth Advisors held 8,706 shares of iShares Preferred and Income Securities ETF worth $265K as of Q2 2026.
180 Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #411 holding.
180 Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 11 quarters since.
180 Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $289K in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.