Ehrlich Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ehrlich Financial Group’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	$629K	Buy	20,625 +1,753	+9%	+$54.6K	0.32%	72
2026 Q1	$572K	Sell	18,872 -526	-3%	-$16.5K	0.33%	73
2025 Q4	$601K	Buy	19,398 +2,250	+13%	+$70.1K	0.34%	62
2025 Q3	$542K	Sell	17,148 -161	-0.9%	-$5.06K	0.32%	63
2025 Q2	$531K	Buy	17,309 +5,564	+47%	+$167K	0.34%	61
2025 Q1	$361K	Sell	11,745 -5,598	-32%	-$176K	0.26%	73
2024 Q4	$545K	Buy	17,343 +5,763	+50%	+$188K	0.39%	53
2024 Q3	$385K	Sell	11,580 -231	-2%	-$7.43K	0.27%	64
2024 Q2	$373K	Hold	11,811	–	–	0.29%	62
2024 Q1	$381K	Hold	11,811	–	–	0.32%	67
2023 Q4	$368K	Buy	+11,811	New	+$353K	0.37%	64

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

Ehrlich Financial Group's PFF Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 9.3% in Q2 2026, buying an estimated $54.6K and bringing the position to 20,625 shares worth $629K. The position accounts for 0.32% of the portfolio, ranked #72.

Ehrlich Financial Group first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Ehrlich Financial Group held 20,625 shares of iShares Preferred and Income Securities ETF worth $629K as of Q2 2026.
Ehrlich Financial Group bought 1,753 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $54.6K.
iShares Preferred and Income Securities ETF made up 0.32% of Ehrlich Financial Group's portfolio in Q2 2026, its #72 holding.
Ehrlich Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.