C2C Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

C2C 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	$217K	Hold	7,118	–	–	0.17%	85
2026 Q1	$216K	Sell	7,118 -475	-6%	-$14.9K	0.18%	87
2025 Q4	$235K	Hold	7,593	–	–	0.2%	80
2025 Q3	$240K	Hold	7,593	–	–	0.21%	75
2025 Q2	$233K	Sell	7,593 -322	-4%	-$9.69K	0.21%	75
2025 Q1	$243K	Hold	7,915	–	–	0.23%	76
2024 Q4	$249K	Hold	7,915	–	–	0.23%	79
2024 Q3	$260K	Hold	7,915	–	–	0.24%	74
2024 Q2	$250K	Hold	7,915	–	–	0.24%	76
2024 Q1	$255K	Hold	7,915	–	–	0.25%	75
2023 Q4	$248K	Hold	7,915	–	–	0.21%	95
2023 Q3	$234K	Hold	7,915	–	–	0.03%	213
2023 Q2	$242K	Hold	7,915	–	–	0.03%	219
2023 Q1	$247K	Sell	7,915 -500	-6%	-$16.1K	0.04%	211
2022 Q4	$277K	Sell	8,415 -10	-0.1%	-$311	0.05%	142
2022 Q3	$271K	Buy	8,425 +10	+0.1%	+$335	0.05%	146
2022 Q2	$282K	Hold	8,415	–	–	0.05%	147
2022 Q1	$294K	Hold	8,415	–	–	0.05%	156
2021 Q4	$332K	Buy	+8,415	New	+$327K	0.05%	165

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

C2C Wealth Management's PFF Position: Q2 2026 in Review

C2C Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 7,118 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #85.

C2C Wealth Management first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $332K in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

C2C Wealth Management held 7,118 shares of iShares Preferred and Income Securities ETF worth $217K as of Q2 2026.
C2C Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.17% of C2C Wealth Management's portfolio in Q2 2026, its #85 holding.
C2C Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's iShares Preferred and Income Securities ETF position peaked at $332K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.