Beverly Hills Private Wealth’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
$229K Hold
7,500
0.04% 228
2026
Q1
$227K Buy
+7,500
New +$235K 0.04% 310

Other funds holding PFF

Beverly Hills Private Wealth's PFF Position: Q2 2026 in Review

Beverly Hills Private Wealth held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 111 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Beverly Hills Private Wealth first reported a position in PFF in Q1 2026 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Beverly Hills Private Wealth held 111 shares of iShares Preferred and Income Securities ETF worth $3.37K as of Q2 2026.
  • Beverly Hills Private Wealth 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 Beverly Hills Private Wealth's portfolio in Q2 2026, its #255 holding.
  • Beverly Hills Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.