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

Graetz Wealth’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	$2.68M	Buy	87,802 +7,214	+9%	+$225K	2.14%	16
2026 Q1	$2.44M	Buy	80,588 +28,161	+54%	+$882K	2.18%	15
2025 Q4	$1.62M	Buy	+52,427	New	+$1.63M	1.48%	23

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

Graetz Wealth's PFF Position: Q2 2026 in Review

Graetz Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 9% in Q2 2026, buying an estimated $225K and bringing the position to 87,802 shares worth $2.68M. The position accounts for 2.14% of the portfolio, ranked #16.

Graetz Wealth first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Graetz Wealth held 87,802 shares of iShares Preferred and Income Securities ETF worth $2.68M as of Q2 2026.
Graetz Wealth bought 7,214 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $225K.
iShares Preferred and Income Securities ETF made up 2.14% of Graetz Wealth's portfolio in Q2 2026, its #16 holding.
Graetz Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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