Investment Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investment Advisory Group’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	$886K	Buy	29,219 +74	+0.3%	+$2.32K	0.23%	85
2025 Q4	$902K	Buy	29,145 +34	+0.1%	+$1.06K	0.23%	86
2025 Q3	$921K	Buy	29,111 +1,767	+6%	+$55.6K	0.25%	77
2025 Q2	$839K	Buy	27,344 +11	+0%	+$331	0.25%	76
2025 Q1	$840K	Sell	27,333 -16	-0.1%	-$504	0.28%	75
2024 Q4	$860K	Sell	27,349 -417	-2%	-$13.6K	0.29%	70
2024 Q3	$923K	Sell	27,766 -772	-3%	-$24.8K	0.32%	62
2024 Q2	$900K	Buy	28,538 +3,211	+13%	+$101K	0.35%	62
2024 Q1	$816K	Sell	25,327 -44	-0.2%	-$1.4K	0.34%	62
2023 Q4	$791K	Buy	25,371 +1,241	+5%	+$37.1K	0.36%	58
2023 Q3	$728K	Buy	24,130 +3,011	+14%	+$92K	0.38%	55
2023 Q2	$653K	Buy	21,119 +3,856	+22%	+$118K	0.33%	62
2023 Q1	$539K	Buy	17,263 +194	+1%	+$6.23K	0.31%	71
2022 Q4	$521K	Buy	17,069 +14	+0.1%	+$435	0.32%	67
2022 Q3	$540K	Buy	17,055 +7	+0%	+$235	0.37%	56
2022 Q2	$561K	Buy	17,048 +2,406	+16%	+$81.4K	0.38%	54
2022 Q1	$533K	Buy	14,642 +2	+0%	+$74	0.32%	66
2021 Q4	$531K	Buy	+14,640	New	+$569K	0.34%	59

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

Investment Advisory Group's PFF Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.25% in Q1 2026, buying an estimated $2.32K and bringing the position to 29,219 shares worth $886K. The position accounts for 0.23% of the portfolio, ranked #85.

Investment Advisory Group first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $923K in Q3 2024. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Investment Advisory Group held 29,219 shares of iShares Preferred and Income Securities ETF worth $886K as of Q1 2026.
Investment Advisory Group bought 74 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $2.32K.
iShares Preferred and Income Securities ETF made up 0.23% of Investment Advisory Group's portfolio in Q1 2026, its #85 holding.
Investment Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Preferred and Income Securities ETF position peaked at $923K in Q3 2024.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.