GDS Wealth Management’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
$36.2M Buy
1,185,745
+130,678
+12% +$4.07M 1.72% 12
2026
Q1
$32M Buy
1,055,067
+106,253
+11% +$3.33M 1.92% 11
2025
Q4
$29.4M Buy
948,814
+109,081
+13% +$3.4M 1.84% 12
2025
Q3
$26.6M Buy
839,733
+76,278
+10% +$2.4M 1.75% 15
2025
Q2
$23.4M Buy
763,455
+62,792
+9% +$1.89M 1.71% 13
2025
Q1
$21.5M Buy
700,663
+77,093
+12% +$2.43M 1.84% 12
2024
Q4
$19.6M Buy
623,570
+64,975
+12% +$2.12M 1.79% 15
2024
Q3
$18.6M Buy
558,595
+61,697
+12% +$1.99M 1.81% 16
2024
Q2
$15.7M Buy
496,898
+70,276
+16% +$2.21M 1.72% 20
2024
Q1
$13.8M Buy
426,622
+63,272
+17% +$2.02M 1.61% 26
2023
Q4
$11.3M Buy
363,350
+53,431
+17% +$1.6M 1.53% 23
2023
Q3
$9.34M Buy
309,919
+40,660
+15% +$1.24M 1.47% 22
2023
Q2
$8.33M Buy
269,259
+19,567
+8% +$599K 1.35% 24
2023
Q1
$7.8M Sell
249,692
-16,181
-6% -$520K 1.38% 25
2022
Q4
$8.12M Buy
+265,873
New +$8.27M 1.55% 23

Other funds holding PFF

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

GDS Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 12% in Q2 2026, buying an estimated $4.07M and bringing the position to 1,185,745 shares worth $36.2M. The position accounts for 1.72% of the portfolio, ranked #12.

GDS Wealth Management first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • GDS Wealth Management held 1,185,745 shares of iShares Preferred and Income Securities ETF worth $36.2M as of Q2 2026.
  • GDS Wealth Management bought 130,678 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $4.07M.
  • iShares Preferred and Income Securities ETF made up 1.72% of GDS Wealth Management's portfolio in Q2 2026, its #12 holding.
  • GDS Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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