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

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

Modera Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 21% in Q2 2026, buying an estimated $83.3K and bringing the position to 15,480 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #471.

Modera Wealth Management first reported a position in PFF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q2 2023. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

• Modera Wealth Management held 15,480 shares of iShares Preferred and Income Securities ETF worth $472K as of Q2 2026.
• Modera Wealth Management bought 2,676 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $83.3K.
• iShares Preferred and Income Securities ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #471 holding.
• Modera Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 13 quarters since.
• Modera Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.2M in Q2 2023.
• 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.