Balanced Wealth Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Balanced Wealth Group's PFF Position: Q2 2026 in Review
Balanced Wealth Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 24% in Q2 2026, buying an estimated $256K and bringing the position to 41,850 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #30.
Balanced Wealth Group first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2023. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Balanced Wealth Group held 41,850 shares of iShares Preferred and Income Securities ETF worth $1.28M as of Q2 2026.
- Balanced Wealth Group bought 8,232 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $256K.
- iShares Preferred and Income Securities ETF made up 0.4% of Balanced Wealth Group's portfolio in Q2 2026, its #30 holding.
- Balanced Wealth Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
- Balanced Wealth Group's iShares Preferred and Income Securities ETF position peaked at $6.39M in Q4 2023.
- 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.