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Guardian Wealth Advisors (Minnesota)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2025
Q4 		– Sell
-8,230
Closed -$260K – 74
2025
Q3 		$260K Sell
8,230
-48,833
-86% -$1.54M 0.15% 61
2025
Q2 		$1.75M Sell
57,063
-14,326
-20% -$431K 1.04% 16
2025
Q1 		$2.19M Sell
71,389
-7,673
-10% -$242K 1.41% 15
2024
Q4 		$2.49M Sell
79,062
-9,178
-10% -$300K 1.59% 14
2024
Q3 		$2.93M Buy
88,240
+2,015
+2% +$64.8K 1.81% 12
2024
Q2 		$2.72M Buy
86,225
+509
+0.6% +$16K 1.77% 12
2024
Q1 		$2.76M Buy
85,716
+1,294
+2% +$41.3K 1.8% 12
2023
Q4 		$2.63M Sell
84,422
-3,845
-4% -$115K 1.84% 12
2023
Q3 		$2.66M Sell
88,267
-1,514
-2% -$46.3K 2.04% 12
2023
Q2 		$2.78M Sell
89,781
-8,661
-9% -$265K 2.04% 12
2023
Q1 		$3.07M Sell
98,442
-2,336
-2% -$75K 2.41% 12
2022
Q4 		$3.08M Sell
100,778
-37,957
-27% -$1.18M 2.73% 13
2022
Q3 		$4.39M Sell
138,735
-16,614
-11% -$557K 4.27% 9
2022
Q2 		$5.11M Sell
155,349
-6,043
-4% -$205K 4.7% 7
2022
Q1 		$5.88M Buy
161,392
+2,462
+2% +$90.5K 4.83% 6
2021
Q4 		$6.27M Buy
158,930
+9,759
+7% +$379K 5.02% 6
2021
Q3 		$5.79M Buy
149,171
+3,509
+2% +$138K 5.15% 6
2021
Q2 		$5.73M Buy
145,662
+6,056
+4% +$235K 4.96% 6
2021
Q1 		$5.36M Buy
139,606
+11,037
+9% +$419K 4.97% 6
2020
Q4 		$4.95M Buy
+128,569
New +$4.8M 4.91% 6

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s PFF Position: Q4 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 8,230 shares — an estimated $260K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in PFF in Q4 2020 and held it in 20 quarters. The position peaked at $6.27M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 8,230 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $260K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 20 quarters.
  • Guardian Wealth Advisors (Minnesota)'s iShares Preferred and Income Securities ETF position peaked at $6.27M in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2025, filed 2 Feb 2026.