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

MONECO 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 Q1	$568K	Buy	18,736 +618	+3%	+$19.4K	0.04%	288
2025 Q4	$561K	Sell	18,118 -48	-0.3%	-$1.5K	0.04%	287
2025 Q3	$574K	Sell	18,166 -720	-4%	-$22.6K	0.05%	277
2025 Q2	$579K	Buy	18,886 +69	+0.4%	+$2.08K	0.05%	266
2025 Q1	$578K	Buy	18,817 +44	+0.2%	+$1.39K	0.06%	250
2024 Q4	$590K	Sell	18,773 -1,786	-9%	-$58.3K	0.06%	250
2024 Q3	$683K	Buy	20,559 +9,036	+78%	+$291K	0.09%	201
2024 Q2	$364K	Sell	11,523 -1,443	-11%	-$45.4K	0.05%	284
2024 Q1	$418K	Sell	12,966 -42,887	-77%	-$1.37M	0.07%	262
2023 Q4	$1.74M	Sell	55,853 -9,584	-15%	-$286K	0.33%	79
2023 Q3	$1.97M	Sell	65,437 -1,150	-2%	-$35.2K	0.54%	39
2023 Q2	$2.06M	Sell	66,587 -4,289	-6%	-$131K	0.56%	38
2023 Q1	$2.21M	Sell	70,876 -5,868	-8%	-$188K	0.65%	27
2022 Q4	$2.34M	Sell	76,744 -2,446	-3%	-$76.1K	0.85%	24
2022 Q3	$2.51M	Sell	79,190 -2,178	-3%	-$73K	1%	21
2022 Q2	$2.67M	Buy	81,368 +52,417	+181%	+$1.77M	1.04%	19
2022 Q1	$1.05M	Sell	28,951 -37	-0.1%	-$1.36K	0.39%	60
2021 Q4	$1.07M	Sell	28,988 -393	-1%	-$15.3K	0.4%	57
2021 Q3	$1.14M	Buy	29,381 +16,251	+124%	+$637K	0.45%	56
2021 Q2	$516K	Sell	13,130 -43	-0.3%	-$1.67K	0.24%	100
2021 Q1	$506K	Buy	13,173 +3,480	+36%	+$132K	0.25%	98
2020 Q4	$370K	Sell	9,693 -928	-9%	-$34.7K	0.2%	113
2020 Q3	$387K	Buy	10,621 +1,343	+14%	+$48.3K	0.25%	90
2020 Q2	$321K	Sell	9,278 -1,184	-11%	-$40.3K	0.25%	94
2020 Q1	$333K	Sell	10,462 -632	-6%	-$22.7K	0.34%	73
2019 Q4	$422K	Buy	11,094 +3,373	+44%	+$126K	0.3%	80
2019 Q3	$290K	Sell	7,721 -11	-0.1%	-$409	0.23%	95
2019 Q2	$285K	Buy	7,732 +52	+0.7%	+$1.91K	0.23%	94
2019 Q1	$281K	Buy	7,680 +62	+0.8%	+$2.23K	0.23%	98
2018 Q4	$261K	Buy	+7,618	New	+$270K	0.3%	75

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

MONECO Advisors's PFF Position: Q1 2026 in Review

MONECO Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.4% in Q1 2026, buying an estimated $19.4K and bringing the position to 18,736 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #288.

MONECO Advisors first reported a position in PFF in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.67M in Q2 2022. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

MONECO Advisors held 18,736 shares of iShares Preferred and Income Securities ETF worth $568K as of Q1 2026.
MONECO Advisors bought 618 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $19.4K.
iShares Preferred and Income Securities ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #288 holding.
MONECO Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 30 quarters since.
MONECO Advisors's iShares Preferred and Income Securities ETF position peaked at $2.67M in Q2 2022.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.