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

Lodestone Wealth Management’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 Q2	$61.8K	Sell	2,028 -348	-15%	-$10.8K	0.02%	287
2026 Q1	$72K	Sell	2,376 -369	-13%	-$11.6K	0.03%	255
2025 Q4	$85K	Buy	+2,745	New	+$85.5K	0.03%	237
2024 Q3	–	Sell	-14,907	Closed	-$470K	–	153
2024 Q2	$470K	Sell	14,907 -795	-5%	-$25K	0.25%	98
2024 Q1	$506K	Sell	15,702 -149	-0.9%	-$4.75K	0.27%	92
2023 Q4	$494K	Buy	15,851 +72	+0.5%	+$2.15K	0.29%	84
2023 Q3	$476K	Sell	15,779 -1,321	-8%	-$40.4K	0.33%	72
2023 Q2	$529K	Sell	17,100 -1,086	-6%	-$33.2K	0.36%	73
2023 Q1	$568K	Buy	18,186 +47	+0.3%	+$1.51K	0.44%	62
2022 Q4	$554K	Buy	+18,139	New	+$564K	0.45%	62

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lodestone Wealth Management's PFF Position: Q2 2026 in Review

Lodestone Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 15% in Q2 2026, selling an estimated $10.8K and leaving 2,028 shares worth $61.8K. The position accounts for 0.02% of the portfolio, ranked #287.

Lodestone Wealth Management first reported a position in PFF in Q4 2022 and has held it in 10 quarters since. The position peaked at $568K in Q1 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Lodestone Wealth Management held 2,028 shares of iShares Preferred and Income Securities ETF worth $61.8K as of Q2 2026.
Lodestone Wealth Management sold 348 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $10.8K.
iShares Preferred and Income Securities ETF made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #287 holding.
Lodestone Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 10 quarters since.
Lodestone Wealth Management's iShares Preferred and Income Securities ETF position peaked at $568K in Q1 2023.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.