Balboa Wealth Partners
PFF icon

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
Q3 		$249K Sell
8,430
-153
-2% -$4.64K 0.03% 400
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

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Balboa Wealth Partners's PFF Position: Q3 2026 in Review

Balboa Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.8% in Q3 2026, selling an estimated $4.64K and leaving 8,430 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #400.

Balboa Wealth Partners first reported a position in PFF in Q3 2022 and has held it in 17 quarters since. The position peaked at $720K in Q1 2024. 542 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Balboa Wealth Partners held 8,430 shares of iShares Preferred and Income Securities ETF worth $249K as of Q3 2026.
  • Balboa Wealth Partners sold 153 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $4.64K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #400 holding.
  • Balboa Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $720K in Q1 2024.
  • 542 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.