Lloyd Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2
Closed -$51 896
2026
Q1
$51 Buy
+2
New +$63 ﹤0.01% 816
2022
Q2
Sell
-1,431
Closed -$52K 417
2022
Q1
$52K Buy
1,431
+26
+2% +$956 0.02% 219
2021
Q4
$55K Buy
1,405
+9
+0.6% +$350 0.03% 197
2021
Q3
$54K Sell
1,396
-176
-11% -$6.9K 0.03% 154
2021
Q2
$62K Sell
1,572
-33,020
-95% -$1.28M 0.03% 137
2021
Q1
$1.33M Buy
+34,592
New +$1.31M 0.72% 25
2020
Q3
Sell
-467
Closed -$16K 367
2020
Q2
$16K Buy
+467
New +$15.9K 0.01% 167

Other funds holding PFF

Lloyd Advisory Services's PFF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 2 shares — an estimated $51 sold.

Lloyd Advisory Services first reported a position in PFF in Q2 2020 and held it in 7 quarters. The position peaked at $1.33M in Q1 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 2 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $51.
  • Lloyd Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's iShares Preferred and Income Securities ETF position peaked at $1.33M in Q1 2021.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.