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
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 | $4.83M | 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
FIB
IBEX Wealth Advisors's PFF Position: Q2 2026 in Review
IBEX Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.38% in Q2 2026, buying an estimated $7.66K and bringing the position to 65,754 shares worth $2M. The position accounts for 0.16% of the portfolio, ranked #87.
IBEX Wealth Advisors first reported a position in PFF in Q3 2016 and has held it in 31 quarters since. The position peaked at $5.7M in Q4 2020. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- IBEX Wealth Advisors held 65,754 shares of iShares Preferred and Income Securities ETF worth $2M as of Q2 2026.
- IBEX Wealth Advisors bought 246 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $7.66K.
- iShares Preferred and Income Securities ETF made up 0.16% of IBEX Wealth Advisors's portfolio in Q2 2026, its #87 holding.
- IBEX Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 31 quarters since.
- IBEX Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5.7M in Q4 2020.
- 970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.