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Lifeworks Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lifeworks Advisors’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 		– Sell
-6,874
Closed -$213K – 324
2025
Q4 		$213K Sell
6,874
-4,736
-41% -$147K 0.03% 314
2025
Q3 		$367K Sell
11,610
-486
-4% -$15.3K 0.05% 236
2025
Q2 		$371K Sell
12,096
-4,489
-27% -$135K 0.06% 234
2025
Q1 		$510K Buy
16,585
+3,075
+23% +$96.9K 0.08% 178
2024
Q4 		$425K Sell
13,510
-5,130
-28% -$167K 0.08% 189
2024
Q3 		$619K Sell
18,640
-2,562
-12% -$82.5K 0.12% 143
2024
Q2 		$669K Sell
21,202
-373
-2% -$11.7K 0.19% 114
2024
Q1 		$695K Sell
21,575
-2,390
-10% -$76.2K 0.19% 109
2023
Q4 		$747K Sell
23,965
-1,130
-5% -$33.8K 0.26% 90
2023
Q3 		$757K Buy
+25,095
New +$767K 0.29% 94

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 $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lifeworks Advisors's PFF Position: Q1 2026 in Review

Lifeworks Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 6,874 shares — an estimated $213K sold.

Lifeworks Advisors first reported a position in PFF in Q3 2023 and held it in 10 quarters. The position peaked at $757K in Q3 2023. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Lifeworks Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 6,874 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $213K.
  • Lifeworks Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 10 quarters.
  • Lifeworks Advisors's iShares Preferred and Income Securities ETF position peaked at $757K in Q3 2023.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.