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

Guardian Wealth Advisors (North Carolina)’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 Q1	$11.7K	Buy	+387	New	+$12.1K	﹤0.01%	533
2025 Q3	–	Sell	-387	Closed	-$11.9K	–	483
2025 Q2	$11.9K	Hold	387	–	–	﹤0.01%	474
2025 Q1	$11.9K	Hold	387	–	–	﹤0.01%	454
2024 Q4	$12.2K	Sell	387 -575	-60%	-$18.8K	﹤0.01%	432
2024 Q3	$32K	Hold	962	–	–	﹤0.01%	330
2024 Q2	$30.4K	Hold	962	–	–	﹤0.01%	325
2024 Q1	$31K	Hold	962	–	–	﹤0.01%	345
2023 Q4	$30K	Hold	962	–	–	﹤0.01%	337
2023 Q3	$29K	Hold	962	–	–	﹤0.01%	321
2023 Q2	$29.8K	Hold	962	–	–	0.01%	307
2023 Q1	$30K	Hold	962	–	–	0.01%	296
2022 Q4	$29.4K	Sell	962 -1,500	-61%	-$46.7K	0.01%	281
2022 Q3	$78K	Hold	2,462	–	–	0.01%	219
2022 Q2	$81K	Buy	+2,462	New	+$83.3K	0.01%	210

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PFF Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 387 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PFF as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PFF in Q2 2022 and has held it in 14 quarters since. The position peaked at $81K in Q2 2022. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 387 shares of iShares Preferred and Income Securities ETF worth $11.7K as of Q1 2026.
iShares Preferred and Income Securities ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #533 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Preferred and Income Securities ETF position peaked at $81K in Q2 2022.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.