Balboa Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Balboa Wealth Partners’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	$262K	Sell	8,583 -233	-3%	-$7.26K	0.04%	378
2026 Q1	$267K	Buy	8,816 +3	+0%	+$94	0.04%	330
2025 Q4	$273K	Sell	8,813 -333	-4%	-$10.4K	0.05%	310
2025 Q3	$289K	Buy	9,146 +396	+5%	+$12.5K	0.05%	275
2025 Q2	$268K	Buy	8,750 +163	+2%	+$4.91K	0.05%	272
2025 Q1	$264K	Buy	8,587 +1	+0%	+$32	0.06%	217
2024 Q4	$270K	Sell	8,586 -500	-6%	-$16.3K	0.06%	229
2024 Q3	$302K	Sell	9,086 -13,356	-60%	-$430K	0.08%	188
2024 Q2	$708K	Buy	22,442 +112	+0.5%	+$3.53K	0.19%	98
2024 Q1	$720K	Sell	22,330 -22	-0.1%	-$701	0.21%	87
2023 Q4	$697K	Buy	22,352 +1,249	+6%	+$37.3K	0.23%	84
2023 Q3	$636K	Buy	21,103 +553	+3%	+$16.9K	0.24%	76
2023 Q2	$636K	Buy	20,550 +10,637	+107%	+$325K	0.22%	83
2023 Q1	$309K	Buy	9,913 +1,842	+23%	+$59.2K	0.12%	158
2022 Q4	$246K	Buy	8,071 +500	+7%	+$15.6K	0.11%	185
2022 Q3	$240K	Buy	+7,571	New	+$254K	0.11%	171

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balboa Wealth Partners's PFF Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q2 2026, selling an estimated $7.26K and leaving 8,583 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #378.

Balboa Wealth Partners first reported a position in PFF in Q3 2022 and has held it in 16 quarters since. The position peaked at $720K in Q1 2024. 974 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Balboa Wealth Partners held 8,583 shares of iShares Preferred and Income Securities ETF worth $262K as of Q2 2026.
Balboa Wealth Partners sold 233 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $7.26K.
iShares Preferred and Income Securities ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #378 holding.
Balboa Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $720K in Q1 2024.
974 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.