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

ForthRight 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	$1M	Sell	32,917 -3,345	-9%	-$104K	0.26%	36
2026 Q1	$1.1M	Sell	36,262 -5,307	-13%	-$166K	0.31%	29
2025 Q4	$1.29M	Sell	41,569 -20,736	-33%	-$646K	0.37%	26
2025 Q3	$1.97M	Sell	62,305 -16,077	-21%	-$506K	0.57%	21
2025 Q2	$2.4M	Sell	78,382 -10,372	-12%	-$312K	0.75%	20
2025 Q1	$2.73M	Sell	88,754 -8,044	-8%	-$254K	0.91%	19
2024 Q4	$3.04M	Sell	96,798 -6,201	-6%	-$202K	1.01%	18
2024 Q3	$3.42M	Sell	102,999 -72,818	-41%	-$2.34M	1.14%	17
2024 Q2	$5.55M	Sell	175,817 -27,746	-14%	-$873K	1.99%	11
2024 Q1	$6.56M	Sell	203,563 -14,980	-7%	-$478K	2.35%	11
2023 Q4	$6.82M	Sell	218,543 -77,459	-26%	-$2.31M	2.64%	9
2023 Q3	$8.92M	Sell	296,002 -5,646	-2%	-$173K	3.85%	8
2023 Q2	$9.33M	Buy	+301,648	New	+$9.23M	3.9%	8

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

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

ForthRight Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 9.2% in Q2 2026, selling an estimated $104K and leaving 32,917 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #36.

ForthRight Wealth Management first reported a position in PFF in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.33M in Q2 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

ForthRight Wealth Management held 32,917 shares of iShares Preferred and Income Securities ETF worth $1M as of Q2 2026.
ForthRight Wealth Management sold 3,345 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $104K.
iShares Preferred and Income Securities ETF made up 0.26% of ForthRight Wealth Management's portfolio in Q2 2026, its #36 holding.
ForthRight Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 13 quarters since.
ForthRight Wealth Management's iShares Preferred and Income Securities ETF position peaked at $9.33M in Q2 2023.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.