Avaii 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
Q1
$321K Sell
10,592
-40
-0.4% -$1.25K 0.11% 112
2025
Q4
$329K Buy
10,632
+352
+3% +$11K 0.12% 102
2025
Q3
$325K Buy
+10,280
New +$323K 0.12% 102

Other funds holding PFF

Avaii Wealth Management's PFF Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.38% in Q1 2026, selling an estimated $1.25K and leaving 10,592 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #112.

Avaii Wealth Management first reported a position in PFF in Q3 2025 and has held it in 3 quarters since. The position peaked at $329K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Avaii Wealth Management held 10,592 shares of iShares Preferred and Income Securities ETF worth $321K as of Q1 2026.
  • Avaii Wealth Management sold 40 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.25K.
  • iShares Preferred and Income Securities ETF made up 0.11% of Avaii Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Avaii Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Avaii Wealth Management's iShares Preferred and Income Securities ETF position peaked at $329K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.