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

Principle 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	$320K	Sell	10,560 -3,597	-25%	-$113K	0.02%	307
2025 Q4	$438K	Sell	14,157 -20	-0.1%	-$623	0.02%	260
2025 Q3	$448K	Sell	14,177 -983	-6%	-$30.9K	0.03%	245
2025 Q2	$465K	Hold	15,160	–	–	0.03%	237
2025 Q1	$466K	Sell	15,160 -190	-1%	-$5.99K	0.03%	233
2024 Q4	$483K	Hold	15,350	–	–	0.03%	225
2024 Q3	$510K	Buy	15,350 +4,124	+37%	+$133K	0.04%	220
2024 Q2	$354K	Buy	11,226 +2,007	+22%	+$63.2K	0.03%	258
2024 Q1	$297K	Sell	9,219 -542	-6%	-$17.3K	0.02%	278
2023 Q4	$304K	Sell	9,761 -1,227	-11%	-$36.7K	0.03%	267
2023 Q3	$331K	Buy	10,988 +569	+5%	+$17.4K	0.03%	246
2023 Q2	$322K	Sell	10,419 -854	-8%	-$26.1K	0.03%	254
2023 Q1	$352K	Sell	11,273 -2,300	-17%	-$73.9K	0.04%	229
2022 Q4	$414K	Hold	13,573	–	–	0.05%	209
2022 Q3	$430	Sell	13,573 -1,472	-10%	-$49.3K	0.04%	197
2022 Q2	$495K	Buy	15,045 +382	+3%	+$12.9K	0.06%	195
2022 Q1	$534K	Buy	14,663 +739	+5%	+$27.2K	0.06%	196
2021 Q4	$549K	Sell	13,924 -1,844	-12%	-$71.7K	0.06%	195
2021 Q3	$612K	Hold	15,768	–	–	0.07%	178
2021 Q2	$620K	Buy	15,768 +258	+2%	+$9.99K	0.07%	178
2021 Q1	$596K	Sell	15,510 -2,857	-16%	-$108K	0.07%	173
2020 Q4	$707K	Buy	18,367 +8,679	+90%	+$324K	0.09%	144
2020 Q3	$353K	Buy	9,688 +2,999	+45%	+$108K	0.1%	108
2020 Q2	$232K	Sell	6,689 -149	-2%	-$5.08K	0.07%	133
2020 Q1	$218K	Sell	6,838 -403	-6%	-$14.5K	0.08%	126
2019 Q4	$272K	Hold	7,241	–	–	0.09%	138
2019 Q3	$272K	Buy	+7,241	New	+$269K	0.09%	134

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

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

Principle Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 25% in Q1 2026, selling an estimated $113K and leaving 10,560 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #307.

Principle Wealth Partners first reported a position in PFF in Q3 2019 and has held it in 27 quarters since. The position peaked at $707K in Q4 2020. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Principle Wealth Partners held 10,560 shares of iShares Preferred and Income Securities ETF worth $320K as of Q1 2026.
Principle Wealth Partners sold 3,597 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $113K.
iShares Preferred and Income Securities ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #307 holding.
Principle Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 27 quarters since.
Principle Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $707K in Q4 2020.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.