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 Q2	–	Sell	-387	Closed	-$11.7K	–	523
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 $1.55T 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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s PFF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 387 shares — an estimated $11.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PFF in Q2 2022 and held it in 14 quarters. The position peaked at $81K in Q2 2022. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 387 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Preferred and Income Securities ETF position peaked at $81K in Q2 2022.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.