Forthright Family Wealth Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Forthright Family Wealth Advisory’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	$229K	Buy	+7,510	New	+$234K	0.13%	53

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Forthright Family Wealth Advisory's PFF Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,510 shares worth $229K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings.

456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Forthright Family Wealth Advisory held 7,510 shares of iShares Preferred and Income Securities ETF worth $229K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.13% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #53 holding.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.