Meridian 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
Q1 | $2.04M | Buy |
67,291
+34,403
| +105% | +$1.08M | 0.07% | 231 |
|
|
2025
Q4 | $1.02M | Buy |
32,888
+4,497
| +16% | +$140K | 0.04% | 347 |
|
|
2025
Q3 | $898K | Buy |
28,391
+17,567
| +162% | +$552K | 0.03% | 348 |
|
|
2025
Q2 | $332K | Buy |
10,824
+555
| +5% | +$16.7K | 0.01% | 539 |
|
|
2025
Q1 | $316K | Buy |
10,269
+2,866
| +39% | +$90.4K | 0.02% | 512 |
|
|
2024
Q4 | $233K | Buy |
7,403
+917
| +14% | +$29.9K | 0.01% | 572 |
|
|
2024
Q3 | $216K | Buy |
+6,486
| New | +$209K | 0.01% | 598 |
|
|
2024
Q2 | – | Sell |
-7,358
| Closed | -$237K | – | 474 |
|
|
2024
Q1 | $237K | Buy |
7,358
+143
| +2% | +$4.56K | 0.04% | 184 |
|
|
2023
Q4 | $225K | Sell |
7,215
-7,213
| -50% | -$215K | 0.01% | 546 |
|
|
2023
Q3 | $435K | Buy |
14,428
+7,233
| +101% | +$221K | 0.03% | 393 |
|
|
2023
Q2 | $223K | Sell |
7,195
-18
| -0.2% | -$551 | 0.02% | 498 |
|
|
2023
Q1 | $225K | Buy |
7,213
+626
| +10% | +$20.1K | 0.02% | 485 |
|
|
2022
Q4 | $201K | Sell |
6,587
-1,400
| -18% | -$43.5K | 0.02% | 489 |
|
|
2022
Q3 | $253K | Sell |
7,987
-239
| -3% | -$8.01K | 0.03% | 405 |
|
|
2022
Q2 | $270K | Sell |
8,226
-372
| -4% | -$12.6K | 0.02% | 452 |
|
|
2022
Q1 | $313K | Sell |
8,598
-564
| -6% | -$20.7K | 0.03% | 305 |
|
|
2021
Q4 | $361K | Buy |
9,162
+165
| +2% | +$6.41K | 0.04% | 287 |
|
|
2021
Q3 | $349K | Buy |
8,997
+18
| +0.2% | +$706 | 0.04% | 283 |
|
|
2021
Q2 | $353K | Sell |
8,979
-58
| -0.6% | -$2.25K | 0.05% | 280 |
|
|
2021
Q1 | $347K | Sell |
9,037
-361
| -4% | -$13.7K | 0.05% | 264 |
|
|
2020
Q4 | $361K | Buy |
9,398
+12
| +0.1% | +$448 | 0.06% | 239 |
|
|
2020
Q3 | $342K | Sell |
9,386
-351
| -4% | -$12.6K | 0.08% | 176 |
|
|
2020
Q2 | $337K | Sell |
9,737
-811
| -8% | -$27.6K | 0.11% | 152 |
|
|
2020
Q1 | $335K | Sell |
10,548
-364
| -3% | -$13.1K | 0.15% | 145 |
|
|
2019
Q4 | $410K | Buy |
10,912
+2,044
| +23% | +$76.2K | 0.2% | 108 |
|
|
2019
Q3 | $333K | Buy |
8,868
+22
| +0.2% | +$819 | 0.16% | 134 |
|
|
2019
Q2 | $3.26K | Sell |
8,846
-313
| -3% | -$11.5K | 0.13% | 134 |
|
|
2019
Q1 | $335K | Sell |
9,159
-261
| -3% | -$9.38K | 0.15% | 129 |
|
|
2018
Q4 | $322K | Buy |
9,420
+46
| +0.5% | +$1.63K | 0.19% | 106 |
|
|
2018
Q3 | $348K | Sell |
9,374
-3,034
| -24% | -$114K | 0.15% | 120 |
|
|
2018
Q2 | $468K | Buy |
12,408
+1,879
| +18% | +$70K | 0.22% | 99 |
|
|
2018
Q1 | $395K | Sell |
10,529
-3,012
| -22% | -$113K | 0.2% | 107 |
|
|
2017
Q4 | $518K | Buy |
13,541
+38
| +0.3% | +$1.46K | 0.32% | 74 |
|
|
2017
Q3 | $522K | Sell |
13,503
-365
| -3% | -$14.2K | 0.33% | 75 |
|
|
2017
Q2 | $543K | Buy |
13,868
+239
| +2% | +$9.3K | 0.34% | 67 |
|
|
2017
Q1 | $527K | Buy |
13,629
+5,813
| +74% | +$222K | 0.32% | 74 |
|
|
2016
Q4 | $294K | Buy |
+7,816
| New | +$297K | 0.23% | 89 |
|
Other funds holding PFF
FIB
Meridian Wealth Management's PFF Position: Q1 2026 in Review
Meridian Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 105% in Q1 2026, buying an estimated $1.08M and bringing the position to 67,291 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #231.
Meridian Wealth Management first reported a position in PFF in Q4 2016 and has held it in 37 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.
- Meridian Wealth Management held 67,291 shares of iShares Preferred and Income Securities ETF worth $2.04M as of Q1 2026.
- Meridian Wealth Management bought 34,403 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.08M.
- iShares Preferred and Income Securities ETF made up 0.07% of Meridian Wealth Management's portfolio in Q1 2026, its #231 holding.
- Meridian Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 37 quarters since.
- 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.