Aletheian Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
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. 968 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.
- 968 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.