JPL Wealth Management’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
$702K Buy
23,016
+14,683
+176% +$457K 0.14% 89
2026
Q1
$253K Buy
+8,333
New +$261K 0.06% 110

Other funds holding PFF

JPL Wealth Management's PFF Position: Q2 2026 in Review

JPL Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 176% in Q2 2026, buying an estimated $457K and bringing the position to 23,016 shares worth $702K. The position accounts for 0.14% of the portfolio, ranked #89.

JPL Wealth Management first reported a position in PFF in Q1 2026 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • JPL Wealth Management held 23,016 shares of iShares Preferred and Income Securities ETF worth $702K as of Q2 2026.
  • JPL Wealth Management bought 14,683 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $457K.
  • iShares Preferred and Income Securities ETF made up 0.14% of JPL Wealth Management's portfolio in Q2 2026, its #89 holding.
  • JPL Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.