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

Journey 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 		– Sell
-7,125
Closed -$221K – 262
2025
Q4 		$221K Sell
7,125
-3,100
-30% -$96.5K 0.02% 249
2025
Q3 		$323K Hold
10,225
– – 0.02% 231
2025
Q2 		$314K Sell
10,225
-1,010
-9% -$30.4K 0.02% 241
2025
Q1 		$345K Sell
11,235
-3,545
-24% -$112K 0.03% 225
2024
Q4 		$466K Hold
14,780
– – 0.06% 159
2024
Q3 		$466K Hold
14,780
– – 0.06% 159
2024
Q2 		$466K Sell
14,780
-3,050
-17% -$96K 0.06% 158
2024
Q1 		$575K Sell
17,830
-200
-1% -$6.38K 0.07% 152
2023
Q4 		$562K Sell
18,030
-300
-2% -$8.96K 0.08% 141
2023
Q3 		$553K Sell
18,330
-300
-2% -$9.17K 0.08% 138
2023
Q2 		$576K Hold
18,630
– – 0.09% 139
2023
Q1 		$582K Buy
18,630
+5,417
+41% +$174K 0.09% 143
2022
Q4 		$403K Buy
13,213
+2,416
+22% +$75.2K 0.1% 149
2022
Q3 		$342K Sell
10,797
-3,700
-26% -$124K 0.09% 176
2022
Q2 		$504K Buy
14,497
+4,650
+47% +$157K 0.12% 150
2022
Q1 		$359K Buy
9,847
+3,939
+67% +$145K 0.09% 169
2021
Q4 		$233K Buy
5,908
+395
+7% +$15.3K 0.06% 191
2021
Q3 		$214K Hold
5,513
– – 0.07% 191
2021
Q2 		$217K Hold
5,513
– – 0.07% 193
2021
Q1 		$212K Hold
5,513
– – 0.07% 188
2020
Q4 		$212K Buy
+5,513
New +$206K 0.08% 173

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Journey Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 7,125 shares — an estimated $221K sold.

Journey Advisory Group first reported a position in PFF in Q4 2020 and held it in 21 quarters. The position peaked at $582K in Q1 2023. 971 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Journey Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 7,125 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $221K.
  • Journey Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 21 quarters.
  • Journey Advisory Group's iShares Preferred and Income Securities ETF position peaked at $582K in Q1 2023.
  • 971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.