Guidance Point Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Guidance Point Advisors’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	$566K	Sell	18,557 -1,351	-7%	-$42.1K	0.12%	62
2026 Q1	$604K	Buy	19,908 +126	+0.6%	+$3.94K	0.14%	49
2025 Q4	$613K	Sell	19,782 -9,506	-32%	-$296K	0.14%	51
2025 Q3	$926K	Buy	29,288 +1,988	+7%	+$62.5K	0.22%	42
2025 Q2	$838K	Sell	27,300 -1,088	-4%	-$32.7K	0.22%	43
2025 Q1	$872K	Sell	28,388 -1,769	-6%	-$55.8K	0.25%	40
2024 Q4	$948K	Buy	30,157 +1,217	+4%	+$39.7K	0.27%	38
2024 Q3	$962K	Buy	28,940 +1,060	+4%	+$34.1K	0.28%	38
2024 Q2	$880K	Buy	27,880 +747	+3%	+$23.5K	0.27%	37
2024 Q1	$875K	Sell	27,133 -366	-1%	-$11.7K	0.29%	37
2023 Q4	$858K	Sell	27,499 -774	-3%	-$23.1K	0.32%	36
2023 Q3	$852K	Sell	28,273 -7,098	-20%	-$217K	0.35%	36
2023 Q2	$1.09M	Sell	35,371 -3,591	-9%	-$110K	0.42%	36
2023 Q1	$1.22M	Buy	38,962 +141	+0.4%	+$4.53K	0.49%	33
2022 Q4	$1.19M	Buy	38,821 +267	+0.7%	+$8.3K	0.5%	33
2022 Q3	$1.22M	Buy	38,554 +381	+1%	+$12.8K	0.56%	35
2022 Q2	$1.25M	Buy	38,173 +9,402	+33%	+$318K	0.54%	37
2022 Q1	$1.05M	Sell	28,771 -310	-1%	-$11.4K	0.4%	42
2021 Q4	$1.15M	Buy	29,081 +2,424	+9%	+$94.2K	0.42%	35
2021 Q3	$1.03M	Buy	26,657 +542	+2%	+$21.3K	0.38%	36
2021 Q2	$1.03M	Buy	26,115 +243	+0.9%	+$9.41K	0.4%	35
2021 Q1	$993K	Buy	25,872 +914	+4%	+$34.7K	0.41%	35
2020 Q4	$961K	Buy	24,958 +355	+1%	+$13.3K	0.44%	37
2020 Q3	$896K	Sell	24,603 -2,438	-9%	-$87.7K	0.49%	36
2020 Q2	$936K	Buy	27,041 +194	+0.7%	+$6.61K	0.52%	37
2020 Q1	$854K	Sell	26,847 -623	-2%	-$22.3K	0.56%	34
2019 Q4	$1.03M	Buy	27,470 +3,561	+15%	+$133K	0.5%	31
2019 Q3	$897K	Sell	23,909 -107	-0.4%	-$3.98K	0.49%	32
2019 Q2	$885K	Buy	24,016 +2,819	+13%	+$103K	0.5%	32
2019 Q1	$774K	Sell	21,197 -5,433	-20%	-$195K	0.46%	34
2018 Q4	$802K	Buy	+26,630	New	+$943K	0.52%	33

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

Guidance Point Advisors's PFF Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.8% in Q2 2026, selling an estimated $42.1K and leaving 18,557 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #62.

Guidance Point Advisors first reported a position in PFF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.25M in Q2 2022. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Guidance Point Advisors held 18,557 shares of iShares Preferred and Income Securities ETF worth $566K as of Q2 2026.
Guidance Point Advisors sold 1,351 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $42.1K.
iShares Preferred and Income Securities ETF made up 0.12% of Guidance Point Advisors's portfolio in Q2 2026, its #62 holding.
Guidance Point Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 31 quarters since.
Guidance Point Advisors's iShares Preferred and Income Securities ETF position peaked at $1.25M in Q2 2022.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.