Angeles Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.69M Sell
284,867
-678
-0.2% -$21.1K 0.4% 33
2026
Q1
$8.66M Buy
285,545
+23,002
+9% +$720K 0.47% 29
2025
Q4
$8.13M Buy
262,543
+27,644
+12% +$861K 0.45% 32
2025
Q3
$7.43M Buy
234,899
+28,683
+14% +$902K 0.46% 30
2025
Q2
$6.33M Buy
206,216
+1,552
+0.8% +$46.7K 0.43% 28
2025
Q1
$6.29M Buy
204,664
+4,540
+2% +$143K 0.52% 25
2024
Q4
$6.29M Buy
200,124
+5,199
+3% +$170K 0.52% 25
2024
Q3
$6.48M Sell
194,925
-47,225
-20% -$1.52M 0.56% 23
2024
Q2
$7.64M Buy
242,150
+1,760
+0.7% +$55.4K 0.72% 23
2024
Q1
$7.75M Buy
240,390
+21,934
+10% +$699K 0.78% 22
2023
Q4
$6.81M Buy
218,456
+4,966
+2% +$148K 0.83% 22
2023
Q3
$6.44M Sell
213,490
-1,311
-0.6% -$40.1K 0.91% 21
2023
Q2
$6.64M Buy
214,801
+7,953
+4% +$243K 0.91% 21
2023
Q1
$6.46M Buy
206,848
+22,391
+12% +$719K 0.96% 21
2022
Q4
$5.63M Sell
184,457
-1,010
-0.5% -$31.4K 0.99% 21
2022
Q3
$5.87M Buy
185,467
+4,294
+2% +$144K 1.16% 19
2022
Q2
$5.96M Sell
181,173
-20,731
-10% -$702K 1.19% 20
2022
Q1
$7.35M Buy
+201,904
New +$7.42M 1.39% 18

Other funds holding PFF

Angeles Wealth Management's PFF Position: Q2 2026 in Review

Angeles Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.24% in Q2 2026, selling an estimated $21.1K and leaving 284,867 shares worth $8.69M. The position accounts for 0.4% of the portfolio, ranked #33.

Angeles Wealth Management first reported a position in PFF in Q1 2022 and has held it in 18 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Angeles Wealth Management held 284,867 shares of iShares Preferred and Income Securities ETF worth $8.69M as of Q2 2026.
  • Angeles Wealth Management sold 678 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Preferred and Income Securities ETF made up 0.4% of Angeles Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Angeles Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 18 quarters since.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.