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

Aletheian 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	$3.41M	Buy	111,820 +11,448	+11%	+$357K	1.46%	16
2026 Q1	$3.04M	Buy	+100,372	New	+$3.14M	1.48%	15
2025 Q3	$3.32M	Buy	104,917 +4,722	+5%	+$148K	1.54%	15
2025 Q2	$3.07M	Buy	100,195 +6,776	+7%	+$204K	1.51%	17
2025 Q1	$2.87M	Buy	93,419 +7,277	+8%	+$229K	1.61%	14
2024 Q4	$2.71M	Buy	86,142 +1,430	+2%	+$46.7K	1.6%	15
2024 Q3	$2.81M	Buy	84,712 +2,111	+3%	+$67.9K	1.64%	14
2024 Q2	$2.61M	Buy	82,601 +13,452	+19%	+$423K	1.37%	20
2024 Q1	$2.23M	Buy	69,149 +8,639	+14%	+$275K	1.21%	21
2023 Q4	$1.89M	Buy	60,510 +11,306	+23%	+$338K	1.25%	20
2023 Q3	$1.48M	Buy	49,204 +1,645	+3%	+$50.3K	1.14%	22
2023 Q2	$1.47M	Sell	47,559 -9,265	-16%	-$283K	1.01%	25
2023 Q1	$1.77M	Buy	56,824 +20,344	+56%	+$653K	1.57%	16
2022 Q4	$1.11M	Buy	36,480 +8,373	+30%	+$260K	0.96%	28
2022 Q3	$890K	Sell	28,107 -5,157	-16%	-$173K	1.01%	29
2022 Q2	$1.09M	Buy	33,264 +591	+2%	+$20K	1.11%	27
2022 Q1	$1.19M	Buy	32,673 +8,266	+34%	+$304K	1.13%	26
2021 Q4	$962K	Buy	+24,407	New	+$949K	0.94%	22

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 11% in Q2 2026, buying an estimated $357K and bringing the position to 111,820 shares worth $3.41M. The position accounts for 1.46% of the portfolio, ranked #16.

Aletheian Wealth Advisors first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Aletheian Wealth Advisors held 111,820 shares of iShares Preferred and Income Securities ETF worth $3.41M as of Q2 2026.
Aletheian Wealth Advisors bought 11,448 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $357K.
iShares Preferred and Income Securities ETF made up 1.46% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Aletheian Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.