LJI Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
LJI Wealth Management's PFF Position: Q2 2026 in Review
LJI Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 12% in Q2 2026, selling an estimated $42.1K and leaving 9,669 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #161.
LJI Wealth Management first reported a position in PFF in Q1 2023 and has held it in 14 quarters since. The position peaked at $685K in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- LJI Wealth Management held 9,669 shares of iShares Preferred and Income Securities ETF worth $295K as of Q2 2026.
- LJI Wealth Management sold 1,351 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $42.1K.
- iShares Preferred and Income Securities ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #161 holding.
- LJI Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 14 quarters since.
- LJI Wealth Management's iShares Preferred and Income Securities ETF position peaked at $685K in Q3 2024.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.