Beaird Harris 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
Q2
$22.7K Hold
745
﹤0.01% 328
2026
Q1
$22.6K Hold
745
﹤0.01% 306
2025
Q4
$23.1K Hold
745
﹤0.01% 324
2025
Q3
$23.6K Hold
745
﹤0.01% 316
2025
Q2
$22.9K Sell
745
-1,865
-71% -$56.1K ﹤0.01% 318
2025
Q1
$80.2K Buy
2,610
+1,865
+250% +$58.8K 0.01% 184
2024
Q4
$23.4K Hold
745
﹤0.01% 298
2024
Q3
$24.8K Sell
745
-100
-12% -$3.22K ﹤0.01% 277
2024
Q2
$26.7K Hold
845
﹤0.01% 277
2024
Q1
$27.2K Hold
845
﹤0.01% 251
2023
Q4
$26.4K Hold
845
﹤0.01% 239
2023
Q3
$25.5K Hold
845
﹤0.01% 222
2023
Q2
$26.1K Hold
845
﹤0.01% 211
2023
Q1
$26.4K Hold
845
﹤0.01% 209
2022
Q4
$25.8K Hold
845
﹤0.01% 226
2022
Q3
$27K Buy
845
+100
+13% +$3.35K 0.01% 210
2022
Q2
$24K Sell
745
-251
-25% -$8.49K 0.01% 188
2022
Q1
$36K Sell
996
-6,000
-86% -$221K 0.01% 210
2021
Q4
$276K Buy
+6,996
New +$272K 0.1% 96

Other funds holding PFF

Beaird Harris Wealth Management's PFF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 745 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Beaird Harris Wealth Management first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $276K in Q4 2021. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Beaird Harris Wealth Management held 745 shares of iShares Preferred and Income Securities ETF worth $22.7K as of Q2 2026.
  • Beaird Harris Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares Preferred and Income Securities ETF position peaked at $276K in Q4 2021.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.