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

IBEX Wealth 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 Q1	$1.99M	Buy	65,508 +3,841	+6%	+$120K	0.18%	82
2025 Q4	$1.91M	Sell	61,667 -5,510	-8%	-$172K	0.19%	87
2025 Q3	$2.12M	Sell	67,177 -763	-1%	-$24K	0.2%	86
2025 Q2	$2.08M	Sell	67,940 -35,987	-35%	-$1.08M	0.22%	79
2025 Q1	$3.19M	Sell	103,927 -15,520	-13%	-$489K	0.42%	69
2024 Q4	$3.76M	Buy	+119,447	New	+$3.9M	0.44%	68
2023 Q1	–	Sell	-106,715	Closed	-$3.26M	–	148
2022 Q4	$3.26M	Sell	106,715 -11,778	-10%	-$366K	0.74%	46
2022 Q3	$3.75M	Buy	118,493 +18,781	+19%	+$630K	0.98%	36
2022 Q2	$3.28M	Sell	99,712 -1,918	-2%	-$64.9K	0.76%	48
2022 Q1	$3.7M	Sell	101,630 -4,593	-4%	-$169K	0.71%	49
2021 Q4	$4.19M	Sell	106,223 -16,202	-13%	-$630K	0.74%	52
2021 Q3	$4.75M	Sell	122,425 -1,110	-0.9%	-$43.5K	0.91%	34
2021 Q2	$4.86M	Sell	123,535 -9,044	-7%	-$350K	0.97%	35
2021 Q1	$5.09M	Sell	132,579 -15,533	-10%	-$589K	1.26%	23
2020 Q4	$5.7M	Buy	148,112 +5,370	+4%	+$201K	1.49%	20
2020 Q3	$5.2M	Buy	142,742 +3,430	+2%	+$123K	1.51%	22
2020 Q2	$4.83M	Buy	139,312 +11,704	+9%	+$399K	1.55%	18
2020 Q1	$4.06M	Buy	127,608 +4,501	+4%	+$161K	1.58%	20
2019 Q4	$4.63M	Buy	123,107 +3,616	+3%	+$135K	1.42%	22
2019 Q3	$4.48M	Sell	119,491 -387	-0.3%	-$14.4K	1.49%	20
2019 Q2	$4.42M	Buy	119,878 +14,815	+14%	+$543K	1.27%	18
2019 Q1	$3.84M	Buy	105,063 +3,760	+4%	+$135K	1.35%	22
2018 Q4	$3.47M	Sell	101,303 -10,347	-9%	-$367K	1.58%	20
2018 Q3	$4.09M	Buy	111,650 +4,372	+4%	+$164K	1.47%	27
2018 Q2	$4M	Hold	107,278	–	–	1.6%	21
2018 Q1	$4M	Buy	+107,278	New	+$4.03M	1.62%	21
2017 Q4	–	Sell	-104,631	Closed	-$4.01M	–	123
2017 Q3	$4.01M	Buy	104,631 +5,798	+6%	+$226K	1.49%	21
2017 Q2	$3.86M	Buy	+98,833	New	+$3.85M	1.52%	17
2017 Q1	–	Sell	-81,413	Closed	-$3.07M	–	289
2016 Q4	$3.07M	Sell	81,413 -47,917	-37%	-$1.82M	1.47%	20
2016 Q3	$5.11M	Buy	+129,330	New	+$5.16M	2.8%	4

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

IBEX Wealth Advisors's PFF Position: Q1 2026 in Review

IBEX Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.2% in Q1 2026, buying an estimated $120K and bringing the position to 65,508 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #82.

IBEX Wealth Advisors first reported a position in PFF in Q3 2016 and has held it in 30 quarters since. The position peaked at $5.7M in Q4 2020. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

IBEX Wealth Advisors held 65,508 shares of iShares Preferred and Income Securities ETF worth $1.99M as of Q1 2026.
IBEX Wealth Advisors bought 3,841 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $120K.
iShares Preferred and Income Securities ETF made up 0.18% of IBEX Wealth Advisors's portfolio in Q1 2026, its #82 holding.
IBEX Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 30 quarters since.
IBEX Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5.7M in Q4 2020.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.