Golden State Equity Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Golden State Equity Partners’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	–	Sell	-1,950	Closed	-$59.1K	–	1331
2026 Q1	$59.1K	Buy	+1,950	New	+$61.1K	﹤0.01%	854
2025 Q2	–	Sell	-9,822	Closed	-$302K	–	464
2025 Q1	$302K	Buy	9,822 +523	+6%	+$16.5K	0.06%	337
2024 Q4	$292K	Buy	+9,299	New	+$304K	0.06%	341
2023 Q4	–	Sell	-8,700	Closed	-$262K	–	377
2023 Q3	$262K	Buy	8,700 +6	+0.1%	+$183	0.07%	274
2023 Q2	$269K	Buy	+8,694	New	+$266K	0.08%	302
2022 Q1	–	Sell	-10,264	Closed	-$405K	–	215
2021 Q4	$405K	Sell	10,264 -1,269	-11%	-$49.3K	0.2%	104
2021 Q3	$447K	Sell	11,533 -2,848	-20%	-$112K	0.18%	126
2021 Q2	$566K	Buy	14,381 +4,145	+40%	+$161K	0.22%	113
2021 Q1	$393K	Sell	10,236 -311	-3%	-$11.8K	0.22%	101
2020 Q4	$406K	Buy	+10,547	New	+$394K	0.28%	100

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

Golden State Equity Partners's PFF Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 1,950 shares — an estimated $59.1K sold.

Golden State Equity Partners first reported a position in PFF in Q4 2020 and held it in 10 quarters. The position peaked at $566K in Q2 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,950 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $59.1K.
Golden State Equity Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 10 quarters.
Golden State Equity Partners's iShares Preferred and Income Securities ETF position peaked at $566K in Q2 2021.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.