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

NewEdge Wealth’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	$420K	Sell	13,866 -3,168	-19%	-$99.2K	0.01%	867
2025 Q4	$527K	Buy	17,034 +1,445	+9%	+$45K	0.01%	825
2025 Q3	$484K	Sell	15,589 -635	-4%	-$20K	0.01%	750
2025 Q2	$504K	Buy	16,224 +2,242	+16%	+$67.5K	0.01%	713
2025 Q1	$430K	Sell	13,982 -1,612	-10%	-$50.8K	0.01%	690
2024 Q4	$490K	Sell	15,594 -5,070	-25%	-$166K	0.01%	642
2024 Q3	$687K	Sell	20,664 -231,052	-92%	-$7.44M	0.01%	543
2024 Q2	$7.94M	Sell	251,716 -452	-0.2%	-$14.2K	0.17%	121
2024 Q1	$7.87M	Sell	252,168 -17,574	-7%	-$560K	0.18%	125
2023 Q4	$8.41M	Buy	269,742 +11,611	+4%	+$347K	0.22%	110
2023 Q3	$7.78M	Sell	258,131 -19,273	-7%	-$589K	0.25%	103
2023 Q2	$8.58M	Buy	277,404 +157,693	+132%	+$4.83M	0.29%	94
2023 Q1	$3.74M	Buy	119,711 +17,375	+17%	+$558K	0.14%	139
2022 Q4	$3.12M	Sell	102,336 -8,286	-7%	-$258K	0.13%	143
2022 Q3	$3.5M	Sell	110,622 -70,939	-39%	-$2.38M	0.17%	132
2022 Q2	$5.97M	Sell	181,561 -220,136	-55%	-$7.45M	0.27%	94
2022 Q1	$14.6M	Buy	401,697 +641	+0.2%	+$23.6K	0.65%	36
2021 Q4	$15.8M	Buy	401,056 +315,110	+367%	+$12.2M	0.66%	33
2021 Q3	$3.34M	Buy	85,946 +26,051	+43%	+$1.02M	0.2%	101
2021 Q2	$2.36M	Sell	59,895 -2,578	-4%	-$99.9K	0.18%	112
2021 Q1	$2.4M	Buy	62,473 +51,002	+445%	+$1.93M	0.24%	93
2020 Q4	$442K	Buy	+11,471	New	+$429K	0.14%	115

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

NewEdge Wealth's PFF Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q1 2026, selling an estimated $99.2K and leaving 13,866 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #867.

NewEdge Wealth first reported a position in PFF in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.8M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

NewEdge Wealth held 13,866 shares of iShares Preferred and Income Securities ETF worth $420K as of Q1 2026.
NewEdge Wealth sold 3,168 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $99.2K.
iShares Preferred and Income Securities ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #867 holding.
NewEdge Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 22 quarters since.
NewEdge Wealth's iShares Preferred and Income Securities ETF position peaked at $15.8M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.