Bradley & Co Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bradley & Co Private Wealth Management’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	$34.9K	Hold	1,143	–	–	0.02%	110
2026 Q1	$34.7K	Hold	1,143	–	–	0.02%	103
2025 Q4	$35.4K	Hold	1,143	–	–	0.02%	99
2025 Q3	$36.1K	Hold	1,143	–	–	0.02%	89
2025 Q2	$35.1K	Hold	1,143	–	–	0.02%	84
2025 Q1	$35.1K	Hold	1,143	–	–	0.02%	82
2024 Q4	$35.9K	Buy	+1,143	New	+$37.3K	0.02%	80
2024 Q2	$36.1K	Hold	1,143	–	–	0.03%	75
2024 Q1	$36.8K	Hold	1,143	–	–	0.03%	75
2023 Q4	$35.6K	Hold	1,143	–	–	0.03%	73
2023 Q3	$34.5K	Hold	1,143	–	–	0.04%	74
2023 Q2	$35.4K	Hold	1,143	–	–	0.04%	70
2023 Q1	$35.7K	Hold	1,143	–	–	0.04%	71
2022 Q4	$34.9K	Hold	1,143	–	–	0.04%	74
2022 Q3	$37K	Hold	1,143	–	–	0.04%	79
2022 Q2	$38K	Hold	1,143	–	–	0.04%	93
2022 Q1	$41K	Hold	1,143	–	–	0.04%	93
2021 Q4	$45K	Hold	1,143	–	–	0.04%	93
2021 Q3	$45K	Hold	1,143	–	–	0.04%	93
2021 Q2	$45K	Sell	1,143 -456	-29%	-$17.7K	0.04%	100
2021 Q1	$61K	Buy	+1,599	New	+$60.7K	0.06%	87

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 22.9% 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

Bradley & Co Private Wealth Management's PFF Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 1,143 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #110.

Bradley & Co Private Wealth Management first reported a position in PFF in Q1 2021 and has held it in 21 quarters since. The position peaked at $61K in Q1 2021. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Bradley & Co Private Wealth Management held 1,143 shares of iShares Preferred and Income Securities ETF worth $34.9K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #110 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's iShares Preferred and Income Securities ETF position peaked at $61K in Q1 2021.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.