Laurel Oak Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Laurel Oak Wealth Management's PFF Position: Q2 2026 in Review
Laurel Oak Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.7% in Q2 2026, selling an estimated $20.9K and leaving 38,716 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #110.
Laurel Oak Wealth Management first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q1 2026. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Laurel Oak Wealth Management held 38,716 shares of iShares Preferred and Income Securities ETF worth $1.18M as of Q2 2026.
- Laurel Oak Wealth Management sold 671 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $20.9K.
- iShares Preferred and Income Securities ETF made up 0.17% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #110 holding.
- Laurel Oak Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
- Laurel Oak Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.19M in Q1 2026.
- 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.