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

My Legacy 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
2025 Q2	$228K	Sell	7,273 -2,868	-28%	-$86.3K	0.08%	197
2025 Q1	$312K	Buy	10,141 +220	+2%	+$6.94K	0.12%	167
2024 Q4	$315K	Sell	9,921 -130	-1%	-$4.25K	0.12%	166
2024 Q3	$334K	Sell	10,051 -3,987	-28%	-$128K	0.13%	166
2024 Q2	$443K	Sell	14,038 -257	-2%	-$8.09K	0.14%	158
2024 Q1	$461K	Sell	14,295 -2	-0%	-$64	0.15%	157
2023 Q4	$450K	Sell	14,297 -1,250	-8%	-$37.3K	0.16%	157
2023 Q3	$441K	Sell	15,547 -1,499	-9%	-$45.8K	0.18%	152
2023 Q2	$529K	Sell	17,046 -1,842	-10%	-$56.4K	0.21%	143
2023 Q1	$586K	Sell	18,888 -2,566	-12%	-$82.4K	0.25%	134
2022 Q4	$718K	Sell	21,454 -3,567	-14%	-$111K	0.31%	123
2022 Q3	$766K	Sell	25,021 -696	-3%	-$23.3K	0.39%	82
2022 Q2	$854K	Sell	25,717 -874	-3%	-$29.6K	0.43%	75
2022 Q1	$968K	Buy	+26,591	New	+$978K	0.45%	68

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

My Legacy Advisors's PFF Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 28% in Q2 2025, selling an estimated $86.3K and leaving 7,273 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #197.

My Legacy Advisors first reported a position in PFF in Q1 2022 and has held it in 14 quarters since. The position peaked at $968K in Q1 2022. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

My Legacy Advisors held 7,273 shares of iShares Preferred and Income Securities ETF worth $228K as of Q2 2025.
My Legacy Advisors sold 2,868 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $86.3K.
iShares Preferred and Income Securities ETF made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #197 holding.
My Legacy Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's iShares Preferred and Income Securities ETF position peaked at $968K in Q1 2022.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.