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

Perfromance Wealth Partners’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	$440K	Buy	14,528 +625	+4%	+$19.6K	0.01%	134
2025 Q4	$430K	Sell	13,903 -800	-5%	-$24.9K	0.01%	135
2025 Q3	$465K	Hold	14,703	–	–	0.01%	125
2025 Q2	$451K	Sell	14,703 -4	-0%	-$120	0.01%	113
2025 Q1	$452K	Sell	14,707 -990	-6%	-$31.2K	0.02%	100
2024 Q4	$494K	Buy	15,697 +200	+1%	+$6.53K	0.02%	97
2024 Q3	$515K	Hold	15,497	–	–	0.02%	102
2024 Q2	$489K	Sell	15,497 -307	-2%	-$9.66K	0.02%	86
2024 Q1	$509K	Sell	15,804 -63	-0.4%	-$2.01K	0.02%	95
2023 Q4	$495K	Sell	15,867 -142	-0.9%	-$4.24K	0.02%	104
2023 Q3	$483K	Sell	16,009 -52	-0.3%	-$1.59K	0.02%	110
2023 Q2	$496K	Sell	16,061 -553	-3%	-$16.9K	0.02%	120
2023 Q1	$519K	Sell	16,614 -1,581	-9%	-$50.8K	0.03%	106
2022 Q4	$555K	Sell	18,195 -248	-1%	-$7.71K	0.03%	97
2022 Q3	$584K	Sell	18,443 -410	-2%	-$13.7K	0.03%	90
2022 Q2	$620K	Sell	18,853 -375	-2%	-$12.7K	0.03%	90
2022 Q1	$700K	Sell	19,228 -5	-0%	-$184	0.03%	95
2021 Q4	$758K	Buy	+19,233	New	+$747K	0.03%	98

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

Perfromance Wealth Partners's PFF Position: Q1 2026 in Review

Perfromance Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.5% in Q1 2026, buying an estimated $19.6K and bringing the position to 14,528 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #134.

Perfromance Wealth Partners first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $758K in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Perfromance Wealth Partners held 14,528 shares of iShares Preferred and Income Securities ETF worth $440K as of Q1 2026.
Perfromance Wealth Partners bought 625 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $19.6K.
iShares Preferred and Income Securities ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #134 holding.
Perfromance Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $758K in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.