Journey Strategic Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Journey Strategic Wealth’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	$986K	Hold	32,530	–	–	0.02%	187
2025 Q4	$1.01M	Sell	32,530 -16,922	-34%	-$527K	0.03%	180
2025 Q3	$1.56M	Buy	49,452 +21,071	+74%	+$663K	0.04%	116
2025 Q2	$871K	Sell	28,381 -242	-0.8%	-$7.28K	0.03%	191
2025 Q1	$880K	Buy	28,623 +6,155	+27%	+$194K	0.03%	144
2024 Q4	$706K	Buy	+22,468	New	+$734K	0.03%	166
2023 Q1	–	Sell	-8,055	Closed	-$246K	–	278
2022 Q4	$246K	Buy	+8,055	New	+$251K	0.03%	170

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

Journey Strategic Wealth's PFF Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 32,530 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #187.

Journey Strategic Wealth first reported a position in PFF in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Journey Strategic Wealth held 32,530 shares of iShares Preferred and Income Securities ETF worth $986K as of Q1 2026.
Journey Strategic Wealth left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #187 holding.
Journey Strategic Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 7 quarters since.
Journey Strategic Wealth's iShares Preferred and Income Securities ETF position peaked at $1.56M in Q3 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.