Melfa Wealth Management’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
$322K Sell
10,558
-9,986
-49% -$311K 0.17% 117
2026
Q1
$623K Buy
20,544
+502
+3% +$15.7K 0.36% 69
2025
Q4
$620K Buy
20,042
+5
+0% +$156 0.36% 71
2025
Q3
$634K Buy
20,037
+3
+0% +$94 0.37% 69
2025
Q2
$615K Buy
20,034
+19
+0.1% +$572 0.39% 63
2025
Q1
$615K Buy
20,015
+203
+1% +$6.4K 0.42% 60
2024
Q4
$623K Buy
19,812
+5
+0% +$163 0.42% 60
2024
Q3
$658K Sell
19,807
-601
-3% -$19.3K 0.43% 57
2024
Q2
$644K Buy
20,408
+1,300
+7% +$40.9K 0.45% 55
2024
Q1
$616K Buy
19,108
+8,095
+74% +$258K 0.44% 57
2023
Q4
$344K Buy
11,013
+225
+2% +$6.72K 0.32% 76
2023
Q3
$325K Buy
10,788
+147
+1% +$4.49K 0.35% 73
2023
Q2
$329K Buy
10,641
+158
+2% +$4.83K 0.33% 75
2023
Q1
$327K Buy
10,483
+105
+1% +$3.37K 0.33% 74
2022
Q4
$317K Buy
+10,378
New +$323K 0.33% 79

Other funds holding PFF

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

Melfa Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 49% in Q2 2026, selling an estimated $311K and leaving 10,558 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #117.

Melfa Wealth Management first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $658K in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Melfa Wealth Management held 10,558 shares of iShares Preferred and Income Securities ETF worth $322K as of Q2 2026.
  • Melfa Wealth Management sold 9,986 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $311K.
  • iShares Preferred and Income Securities ETF made up 0.17% of Melfa Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Melfa Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's iShares Preferred and Income Securities ETF position peaked at $658K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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