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King Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

King Wealth Management 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 		$948K Sell
31,254
-1,506
-5% -$47.2K 0.12% 71
2025
Q4 		$1.01M Sell
32,760
-1,496
-4% -$46.6K 0.12% 65
2025
Q3 		$1.08M Sell
34,256
-1,773
-5% -$55.8K 0.14% 58
2025
Q2 		$1.1M Buy
36,029
+1,676
+5% +$50.4K 0.15% 58
2025
Q1 		$1.06M Sell
34,353
-1,036
-3% -$32.7K 0.16% 59
2024
Q4 		$1.11M Sell
35,389
-489
-1% -$16K 0.16% 58
2024
Q3 		$1.19M Sell
35,878
-1,640
-4% -$52.8K 0.19% 55
2024
Q2 		$1.18M Sell
37,518
-3,186
-8% -$100K 0.2% 52
2024
Q1 		$1.31M Sell
40,704
-739
-2% -$23.6K 0.23% 50
2023
Q4 		$1.29M Sell
41,443
-363
-0.9% -$10.8K 0.25% 48
2023
Q3 		$1.26M Sell
41,806
-143
-0.3% -$4.37K 0.27% 48
2023
Q2 		$1.3M Sell
41,949
-476
-1% -$14.6K 0.26% 49
2023
Q1 		$1.32M Buy
42,425
+61
+0.1% +$1.96K 0.29% 48
2022
Q4 		$1.29M Buy
42,364
+469
+1% +$14.6K 0.31% 48
2022
Q3 		$1.33M Sell
41,895
-379
-0.9% -$12.7K 0.34% 45
2022
Q2 		$1.39M Sell
42,274
-575
-1% -$19.5K 0.33% 47
2022
Q1 		$1.56M Buy
42,849
+6,143
+17% +$226K 0.31% 47
2021
Q4 		$1.45M Buy
36,706
+2,809
+8% +$109K 0.27% 52
2021
Q3 		$1.32M Buy
33,897
+4,819
+17% +$189K 0.27% 49
2021
Q2 		$1.14M Buy
29,078
+1,665
+6% +$64.5K 0.23% 63
2021
Q1 		$1.05M Buy
27,413
+437
+2% +$16.6K 0.24% 66
2020
Q4 		$1.04M Buy
26,976
+140
+0.5% +$5.23K 0.24% 63
2020
Q3 		$978K Buy
26,836
+975
+4% +$35.1K 0.25% 56
2020
Q2 		$895K Buy
25,861
+806
+3% +$27.5K 0.26% 59
2020
Q1 		$798K Buy
25,055
+3,175
+15% +$114K 0.34% 46
2019
Q4 		$822K Buy
21,880
+2,526
+13% +$94.2K 0.22% 53
2019
Q3 		$726K Buy
19,354
+39
+0.2% +$1.45K 0.21% 53
2019
Q2 		$711K Buy
19,315
+3,867
+25% +$142K 0.21% 54
2019
Q1 		$565K Buy
15,448
+3,001
+24% +$108K 0.18% 64
2018
Q4 		$426K Sell
12,447
-1,318
-10% -$46.7K 0.15% 71
2018
Q3 		$510K Buy
13,765
+495
+4% +$18.6K 0.16% 69
2018
Q2 		$500K Buy
13,270
+3,704
+39% +$138K 0.17% 66
2018
Q1 		$359K Buy
9,566
+261
+3% +$9.79K 0.13% 87
2017
Q4 		$355K Buy
9,305
+547
+6% +$21K 0.13% 89
2017
Q3 		$340K Buy
8,758
+762
+10% +$29.7K 0.13% 90
2017
Q2 		$313K Buy
7,996
+526
+7% +$20.5K 0.12% 94
2017
Q1 		$289K Buy
7,470
+362
+5% +$13.8K 0.12% 99
2016
Q4 		$264K Buy
7,108
+697
+11% +$26.5K 0.12% 104
2016
Q3 		$253K Buy
+6,411
New +$256K 0.13% 97

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

King Wealth Management Group's PFF Position: Q1 2026 in Review

King Wealth Management Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.6% in Q1 2026, selling an estimated $47.2K and leaving 31,254 shares worth $948K. The position accounts for 0.12% of the portfolio, ranked #71.

King Wealth Management Group first reported a position in PFF in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.56M in Q1 2022. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • King Wealth Management Group held 31,254 shares of iShares Preferred and Income Securities ETF worth $948K as of Q1 2026.
  • King Wealth Management Group sold 1,506 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $47.2K.
  • iShares Preferred and Income Securities ETF made up 0.12% of King Wealth Management Group's portfolio in Q1 2026, its #71 holding.
  • King Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 39 quarters since.
  • King Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $1.56M in Q1 2022.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.