MKT Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MKT Advisors’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	$231K	Sell	7,587 -63	-0.8%	-$1.96K	0.07%	144
2026 Q1	$233K	Sell	7,650 -1,050	-12%	-$32.9K	0.08%	145
2025 Q4	$273K	Sell	8,700 -300	-3%	-$9.34K	0.09%	131
2025 Q3	$286K	Hold	9,000	–	–	0.11%	129
2025 Q2	$276K	Sell	9,000 -200	-2%	-$6.02K	0.11%	132
2025 Q1	$268K	Hold	9,200	–	–	0.13%	117
2024 Q4	$292K	Sell	9,200 -2,900	-24%	-$94.7K	0.13%	112
2024 Q3	$403K	Sell	12,100 -1,199	-9%	-$38.6K	0.19%	85
2024 Q2	$417K	Sell	13,299 -1	-0%	-$31	0.21%	75
2024 Q1	$419K	Hold	13,300	–	–	0.23%	76
2023 Q4	$414K	Sell	13,300 -150	-1%	-$4.48K	0.27%	77
2023 Q3	$398K	Hold	13,450	–	–	0.3%	69
2023 Q2	$417K	Sell	13,450 -356	-3%	-$10.9K	0.29%	67
2023 Q1	$427K	Buy	13,806 +4	+0%	+$128	0.32%	65
2022 Q4	$446K	Sell	13,802 -841	-6%	-$26.2K	0.34%	61
2022 Q3	$464K	Buy	14,643 +3	+0%	+$101	0.4%	58
2022 Q2	$486K	Sell	14,640 -298	-2%	-$10.1K	0.38%	59
2022 Q1	$488K	Sell	14,938 -895	-6%	-$32.9K	0.37%	60
2021 Q4	$592K	Buy	+15,833	New	+$615K	0.46%	45

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

MKT Advisors's PFF Position: Q2 2026 in Review

MKT Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.82% in Q2 2026, selling an estimated $1.96K and leaving 7,587 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #144.

MKT Advisors first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q4 2021. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

MKT Advisors held 7,587 shares of iShares Preferred and Income Securities ETF worth $231K as of Q2 2026.
MKT Advisors sold 63 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.96K.
iShares Preferred and Income Securities ETF made up 0.07% of MKT Advisors's portfolio in Q2 2026, its #144 holding.
MKT Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's iShares Preferred and Income Securities ETF position peaked at $592K in Q4 2021.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.