EverSource Wealth Advisors’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
$63.5K Buy
2,083
+1,969
+1,727% +$61.3K ﹤0.01% 1621
2026
Q1
$3.47K Buy
114
+36
+46% +$1.13K ﹤0.01% 3430
2025
Q4
$2.42K Buy
+78
New +$2.43K ﹤0.01% 3427
2025
Q1
Sell
-2,462
Closed -$77.4K 4143
2024
Q4
$77.4K Buy
+2,462
New +$80.4K ﹤0.01% 999
2024
Q1
Sell
-254
Closed -$7.94K 2964
2023
Q4
$7.94K Buy
254
+5
+2% +$149 ﹤0.01% 1668
2023
Q3
$7.5K Sell
249
-646
-72% -$19.7K ﹤0.01% 1529
2023
Q2
$27.7K Buy
895
+654
+271% +$20K ﹤0.01% 1031
2023
Q1
$7.52K Sell
241
-797
-77% -$25.6K ﹤0.01% 1491
2022
Q4
$31.7K Sell
1,038
-24,690
-96% -$768K ﹤0.01% 929
2022
Q3
$814K Buy
25,728
+25,499
+11,135% +$855K 0.19% 102
2022
Q2
$8K Buy
229
+2
+0.9% +$68 ﹤0.01% 1122
2022
Q1
$8K Buy
227
+2
+0.9% +$74 ﹤0.01% 1091
2021
Q4
$9K Buy
+225
New +$8.74K ﹤0.01% 1011

Other funds holding PFF

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

EverSource Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1,727% in Q2 2026, buying an estimated $61.3K and bringing the position to 2,083 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

EverSource Wealth Advisors first reported a position in PFF in Q4 2021 and has held it in 13 quarters since. The position peaked at $814K in Q3 2022. 973 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • EverSource Wealth Advisors held 2,083 shares of iShares Preferred and Income Securities ETF worth $63.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,969 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $61.3K.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1621 holding.
  • EverSource Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $814K in Q3 2022.
  • 973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.