Beacon Investment Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beacon Investment Advisory Services’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	–	Sell	-500	Closed	-$15.2K	–	837
2026 Q1	$15.2K	Buy	+500	New	+$15.7K	﹤0.01%	589
2020 Q1	–	Sell	-7,160	Closed	-$269K	–	250
2019 Q4	$269K	Sell	7,160 -4,136	-37%	-$154K	0.01%	225
2019 Q3	$424K	Sell	11,296 -315	-3%	-$11.7K	0.04%	174
2019 Q2	$428K	Sell	11,611 -38	-0.3%	-$1.39K	0.05%	158
2019 Q1	$426K	Sell	11,649 -30,146	-72%	-$1.08M	0.05%	159
2018 Q4	$1.43M	Sell	41,795 -4,522	-10%	-$160K	0.16%	101
2018 Q3	$1.72M	Sell	46,317 -4,453	-9%	-$167K	0.17%	97
2018 Q2	$1.92M	Sell	50,770 -7,164	-12%	-$267K	0.19%	93
2018 Q1	$2.18M	Buy	57,934 +7,853	+16%	+$295K	0.22%	92
2017 Q4	$1.91M	Sell	50,081 -9,498	-16%	-$365K	0.2%	98
2017 Q3	$2.31M	Buy	59,579 +49,221	+475%	+$1.92M	0.2%	101
2017 Q2	$406K	Hold	10,358	–	–	0.07%	59
2017 Q1	$401K	Buy	10,358 +4,943	+91%	+$189K	0.08%	53
2016 Q4	$201K	Buy	+5,415	New	+$206K	0.04%	76

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

Beacon Investment Advisory Services's PFF Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 500 shares — an estimated $15.2K sold.

Beacon Investment Advisory Services first reported a position in PFF in Q4 2016 and held it in 14 quarters. The position peaked at $2.31M in Q3 2017. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Beacon Investment Advisory Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Beacon Investment Advisory Services sold 500 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $15.2K.
Beacon Investment Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 14 quarters.
Beacon Investment Advisory Services's iShares Preferred and Income Securities ETF position peaked at $2.31M in Q3 2017.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.