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

Mission 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 Q1	$277K	Sell	9,148 -1,495	-14%	-$46.8K	0.01%	632
2025 Q4	$330K	Sell	10,643 -4,473	-30%	-$139K	0.01%	593
2025 Q3	$478K	Sell	15,116 -3,581	-19%	-$113K	0.01%	499
2025 Q2	$574K	Sell	18,697 -6,812	-27%	-$205K	0.01%	442
2025 Q1	$784K	Buy	25,509 +10,337	+68%	+$326K	0.02%	355
2024 Q4	$477K	Sell	15,172 -206	-1%	-$6.73K	0.01%	438
2024 Q3	$511K	Sell	15,378 -4,780	-24%	-$154K	0.01%	427
2024 Q2	$636K	Buy	20,158 +459	+2%	+$14.4K	0.02%	359
2024 Q1	$635K	Sell	19,699 -559	-3%	-$17.8K	0.02%	374
2023 Q4	$632K	Sell	20,258 -4,362	-18%	-$130K	0.02%	324
2023 Q3	$742K	Sell	24,620 -221	-0.9%	-$6.75K	0.03%	272
2023 Q2	$768K	Buy	24,841 +2,079	+9%	+$63.6K	0.03%	270
2023 Q1	$711K	Buy	+22,762	New	+$731K	0.03%	281
2020 Q1	–	Sell	-6,400	Closed	-$241K	–	339
2019 Q4	$241K	Buy	+6,400	New	+$239K	0.02%	290

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mission Wealth Management's PFF Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 14% in Q1 2026, selling an estimated $46.8K and leaving 9,148 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #632.

Mission Wealth Management first reported a position in PFF in Q4 2019 and has held it in 14 quarters since. The position peaked at $784K in Q1 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Mission Wealth Management held 9,148 shares of iShares Preferred and Income Securities ETF worth $277K as of Q1 2026.
Mission Wealth Management sold 1,495 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $46.8K.
iShares Preferred and Income Securities ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #632 holding.
Mission Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 14 quarters since.
Mission Wealth Management's iShares Preferred and Income Securities ETF position peaked at $784K in Q1 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.