IBEX Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.92M | Sell |
64,980
-774
| -1% | -$23.5K | 0.15% | 90 |
|
|
2026
Q2 | $2M | Buy |
65,754
+246
| +0.4% | +$7.66K | 0.16% | 87 |
|
|
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 | $4.82M | 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 | $4.1M | 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
IBEX Wealth Advisors's PFF Position: Q3 2026 in Review
IBEX Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q3 2026, selling an estimated $23.5K and leaving 64,980 shares worth $1.92M. The position accounts for 0.15% of the portfolio, ranked #90.
IBEX Wealth Advisors first reported a position in PFF in Q3 2016 and has held it in 32 quarters since. The position peaked at $5.7M in Q4 2020. 574 funds tracked by Wall St. Rank hold PFF as of Q3 2026.
- IBEX Wealth Advisors held 64,980 shares of iShares Preferred and Income Securities ETF worth $1.92M as of Q3 2026.
- IBEX Wealth Advisors sold 774 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $23.5K.
- iShares Preferred and Income Securities ETF made up 0.15% of IBEX Wealth Advisors's portfolio in Q3 2026, its #90 holding.
- IBEX Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 32 quarters since.
- IBEX Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5.7M in Q4 2020.
- 574 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.
Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.