Foundations Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Foundations Investment 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	$902K	Buy	+29,590	New	+$922K	0.01%	596
2025 Q4	–	Sell	-12,261	Closed	-$388K	–	1168
2025 Q3	$388K	Buy	12,261 +188	+2%	+$5.91K	0.01%	748
2025 Q2	$370K	Buy	+12,073	New	+$363K	0.01%	676
2023 Q1	–	Sell	-10,283	Closed	-$314K	–	533
2022 Q4	$314K	Buy	10,283 +215	+2%	+$6.69K	0.01%	337
2022 Q3	$319K	Sell	10,068 -835	-8%	-$28K	0.01%	317
2022 Q2	$357K	Buy	10,903 +711	+7%	+$24.1K	0.01%	278
2022 Q1	$356K	Sell	10,192 -58	-0.6%	-$2.13K	0.01%	247
2021 Q4	$399K	Sell	10,250 -140	-1%	-$5.44K	0.02%	233
2021 Q3	$399K	Sell	10,390 -35,840	-78%	-$1.41M	0.02%	221
2021 Q2	$1.82M	Sell	46,230 -1,875	-4%	-$72.6K	0.09%	79
2021 Q1	$1.86M	Sell	48,105 -872,616	-95%	-$33.1M	0.11%	64
2020 Q4	$35M	Buy	+920,721	New	+$34.4M	2.3%	7
2020 Q3	–	Sell	-2,531,169	Closed	-$87.9M	–	177
2020 Q2	$87.9M	Buy	+2,531,169	New	+$86.2M	7.77%	6
2019 Q4	–	Sell	-702,783	Closed	-$26.2M	–	137
2019 Q3	$26.2M	Buy	+702,783	New	+$26.1M	3.43%	12
2019 Q1	–	Sell	-1,123,342	Closed	-$40.3M	–	116
2018 Q4	$40.3M	Buy	+1,123,342	New	+$39.8M	8.52%	6

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

Foundations Investment Advisors's PFF Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 29,590 shares worth $902K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in PFF as recently as Q3 2025.

Foundations Investment Advisors first reported a position in PFF in Q4 2018 and has held it in 15 quarters since. The position peaked at $87.9M in Q2 2020. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Foundations Investment Advisors held 29,590 shares of iShares Preferred and Income Securities ETF worth $902K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Foundations Investment Advisors position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #596 holding.
Foundations Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 15 quarters since.
Foundations Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $87.9M in Q2 2020.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.