MGB 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
2025
Q4
$395K Sell
12,773
-205
-2% -$6.38K 0.11% 151
2025
Q3
$410K Hold
12,978
0.12% 147
2025
Q2
$398K Buy
12,978
+1,445
+13% +$43.5K 0.13% 149
2025
Q1
$354K Buy
11,533
+1,000
+9% +$31.5K 0.13% 154
2024
Q4
$331K Buy
10,533
+5,383
+105% +$176K 0.1% 149
2024
Q3
$171K Buy
5,150
+4,150
+415% +$134K 0.06% 195
2024
Q2
$32K Buy
+1,000
New +$31.5K 0.01% 241

Other funds holding PFF

MGB Wealth Management's PFF Position: Q4 2025 in Review

MGB Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q4 2025, selling an estimated $6.38K and leaving 12,773 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #151.

MGB Wealth Management first reported a position in PFF in Q2 2024 and has held it in 7 quarters since. The position peaked at $410K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • MGB Wealth Management held 12,773 shares of iShares Preferred and Income Securities ETF worth $395K as of Q4 2025.
  • MGB Wealth Management sold 205 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $6.38K.
  • iShares Preferred and Income Securities ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #151 holding.
  • MGB Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 7 quarters since.
  • MGB Wealth Management's iShares Preferred and Income Securities ETF position peaked at $410K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.