Etesian Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Etesian Wealth Advisors’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	$1.12M	Sell	36,592 -2,721	-7%	-$84.8K	0.33%	64
2026 Q1	$1.19M	Sell	39,313 -526	-1%	-$16.5K	0.38%	60
2025 Q4	$1.23M	Sell	39,839 -3,951	-9%	-$123K	0.39%	62
2025 Q3	$1.38M	Sell	43,790 -1,193	-3%	-$37.5K	0.46%	54
2025 Q2	$1.38M	Sell	44,983 -661	-1%	-$19.9K	0.51%	53
2025 Q1	$1.4M	Sell	45,644 -2,156	-5%	-$68K	0.6%	50
2024 Q4	$1.5M	Sell	47,800 -4,299	-8%	-$140K	0.66%	42
2024 Q3	$1.73M	Buy	52,099 +14,299	+38%	+$460K	0.78%	33
2024 Q2	$1.19M	Sell	37,800 -2,849	-7%	-$89.7K	0.67%	48
2024 Q1	$1.31M	Sell	40,649 -2,647	-6%	-$84.4K	0.75%	47
2023 Q4	$1.36M	Sell	43,296 -368	-0.8%	-$11K	0.81%	44
2023 Q3	$1.32M	Buy	43,664 +85	+0.2%	+$2.6K	0.89%	39
2023 Q2	$1.35M	Sell	43,579 -2,435	-5%	-$74.5K	0.88%	40
2023 Q1	$1.44M	Sell	46,014 -2,423	-5%	-$77.8K	0.96%	36
2022 Q4	$1.48M	Buy	+48,437	New	+$1.51M	1.08%	35

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

Etesian Wealth Advisors's PFF Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.9% in Q2 2026, selling an estimated $84.8K and leaving 36,592 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #64.

Etesian Wealth Advisors first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Etesian Wealth Advisors held 36,592 shares of iShares Preferred and Income Securities ETF worth $1.12M as of Q2 2026.
Etesian Wealth Advisors sold 2,721 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $84.8K.
iShares Preferred and Income Securities ETF made up 0.33% of Etesian Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Etesian Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.73M in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.