Independent Advisor Alliance’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independent Advisor Alliance’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	$228K	Sell	7,488 -37,684	-83%	-$1.17M	0.01%	922
2026 Q1	$1.37M	Buy	45,172 +38,362	+563%	+$1.2M	0.01%	683
2025 Q4	$211K	Buy	+6,810	New	+$212K	0.01%	923
2025 Q2	–	Sell	-11,269	Closed	-$346K	–	922
2025 Q1	$346K	Sell	11,269 -48,312	-81%	-$1.52M	0.01%	618
2024 Q4	$1.87M	Buy	59,581 +48,443	+435%	+$1.58M	0.02%	526
2024 Q3	$370K	Buy	11,138 +2	+0%	+$64	0.01%	517
2024 Q2	$351K	Buy	+11,136	New	+$351K	0.01%	533
2021 Q1	–	Sell	-8,500	Closed	-$327K	–	638
2020 Q4	$327K	Buy	+8,500	New	+$318K	0.02%	420
2020 Q1	–	Sell	-52,293	Closed	-$1.97M	–	724
2019 Q4	$1.97M	Buy	+52,293	New	+$1.95M	0.09%	240
2017 Q2	–	Sell	-27,506	Closed	-$1.06M	–	351
2017 Q1	$1.06M	Buy	+27,506	New	+$1.05M	0.17%	152

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

Independent Advisor Alliance's PFF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Preferred and Income Securities ETF (PFF) stake by 83% in Q2 2026, selling an estimated $1.17M and leaving 7,488 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #922.

Independent Advisor Alliance first reported a position in PFF in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2019. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Independent Advisor Alliance held 7,488 shares of iShares Preferred and Income Securities ETF worth $228K as of Q2 2026.
Independent Advisor Alliance sold 37,684 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.17M.
iShares Preferred and Income Securities ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #922 holding.
Independent Advisor Alliance first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares Preferred and Income Securities ETF position peaked at $1.97M in Q4 2019.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.