PRP
PFF icon

Peak Retirement Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Peak Retirement Planning’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 		$335K Buy
10,987
+4,300
+64% +$134K 0.05% 131
2026
Q1 		$203K Buy
6,687
+34
+0.5% +$1.06K 0.04% 150
2025
Q4 		$206K Buy
+6,653
New +$207K 0.05% 142

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peak Retirement Planning's PFF Position: Q2 2026 in Review

Peak Retirement Planning increased its iShares Preferred and Income Securities ETF (PFF) stake by 64% in Q2 2026, buying an estimated $134K and bringing the position to 10,987 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #131.

Peak Retirement Planning first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Peak Retirement Planning held 10,987 shares of iShares Preferred and Income Securities ETF worth $335K as of Q2 2026.
  • Peak Retirement Planning bought 4,300 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $134K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #131 holding.
  • Peak Retirement Planning first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.