Kiley Juergens Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kiley Juergens Wealth Management’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	$459K	Hold	15,137	–	–	0.08%	144
2025 Q4	$469K	Buy	15,137 +5,000	+49%	+$156K	0.1%	67
2025 Q3	$321K	Buy	+10,137	New	+$319K	0.07%	72
2024 Q4	–	Sell	-11,072	Closed	-$368K	–	73
2024 Q3	$368K	Buy	+11,072	New	+$356K	0.1%	68

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 $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kiley Juergens Wealth Management's PFF Position: Q1 2026 in Review

Kiley Juergens Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 15,137 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #144.

Kiley Juergens Wealth Management first reported a position in PFF in Q3 2024 and has held it in 4 quarters since. The position peaked at $469K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Kiley Juergens Wealth Management held 15,137 shares of iShares Preferred and Income Securities ETF worth $459K as of Q1 2026.
Kiley Juergens Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.08% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #144 holding.
Kiley Juergens Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 4 quarters since.
Kiley Juergens Wealth Management's iShares Preferred and Income Securities ETF position peaked at $469K in Q4 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.