Mount Yale Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mount Yale Investment 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	$1.15M	Sell	37,794 -66,489	-64%	-$2.07M	0.02%	546
2026 Q1	$3.16M	Buy	104,283 +39,186	+60%	+$1.23M	0.07%	270
2025 Q4	$2.02M	Buy	65,097 +47,805	+276%	+$1.49M	0.1%	191
2025 Q3	$547K	Buy	17,292 +4,692	+37%	+$148K	0.04%	401
2025 Q2	$387K	Sell	12,600 -4,550	-27%	-$137K	0.03%	395
2025 Q1	$527K	Buy	17,150 +6,300	+58%	+$199K	0.05%	318
2024 Q4	$341K	Buy	10,850 +1,550	+17%	+$50.6K	0.03%	412
2024 Q3	$309K	Hold	9,300	–	–	0.03%	425
2024 Q2	$293K	Buy	+9,300	New	+$293K	0.02%	437
2024 Q1	–	Sell	-10,785	Closed	-$336K	–	557
2023 Q4	$336K	Buy	+10,785	New	+$322K	0.03%	394
2023 Q1	–	Sell	-36,334	Closed	-$1.11M	–	523
2022 Q4	$1.11M	Buy	+36,334	New	+$1.13M	0.13%	168
2022 Q1	–	Sell	-23,840	Closed	-$940K	–	491
2021 Q4	$940K	Buy	+23,840	New	+$926K	0.1%	212

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

Mount Yale Investment Advisors's PFF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 64% in Q2 2026, selling an estimated $2.07M and leaving 37,794 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #546.

Mount Yale Investment Advisors first reported a position in PFF in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.16M in Q1 2026. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Mount Yale Investment Advisors held 37,794 shares of iShares Preferred and Income Securities ETF worth $1.15M as of Q2 2026.
Mount Yale Investment Advisors sold 66,489 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.07M.
iShares Preferred and Income Securities ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #546 holding.
Mount Yale Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 12 quarters since.
Mount Yale Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $3.16M in Q1 2026.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.