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

Golden State 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	$23.7K	Buy	778 +11	+1%	+$343	﹤0.01%	919
2026 Q1	$23.3K	Buy	767 +5	+0.7%	+$157	﹤0.01%	880
2025 Q4	$23.6K	Buy	762 +14	+2%	+$436	﹤0.01%	885
2025 Q3	$23.7K	Buy	748 +12	+2%	+$377	﹤0.01%	880
2025 Q2	$22.6K	Sell	736 -109	-13%	-$3.28K	﹤0.01%	858
2025 Q1	$26K	Sell	845 -5	-0.6%	-$158	﹤0.01%	738
2024 Q4	$26.7K	Buy	+850	New	+$27.8K	﹤0.01%	697
2020 Q4	–	Sell	-7,780	Closed	-$284K	–	365
2020 Q3	$284K	Buy	7,780 +195	+3%	+$7.02K	0.09%	152
2020 Q2	$263K	Sell	7,585 -3,192	-30%	-$109K	0.07%	197
2020 Q1	$343K	Buy	+10,777	New	+$386K	0.15%	103
2019 Q4	–	Sell	-13,695	Closed	-$514K	–	680
2019 Q3	$514K	Buy	13,695 +120	+0.9%	+$4.46K	0.17%	107
2019 Q2	$500K	Buy	13,575 +26	+0.2%	+$953	0.16%	118
2019 Q1	$495K	Buy	+13,549	New	+$487K	0.17%	118

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 Wealth Management's PFF Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, buying an estimated $343 and bringing the position to 778 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Golden State Wealth Management first reported a position in PFF in Q1 2019 and has held it in 13 quarters since. The position peaked at $514K in Q3 2019. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Golden State Wealth Management held 778 shares of iShares Preferred and Income Securities ETF worth $23.7K as of Q2 2026.
Golden State Wealth Management bought 11 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $343.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #919 holding.
Golden State Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's iShares Preferred and Income Securities ETF position peaked at $514K in Q3 2019.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.