Pure Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pure Financial 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
2026 Q2	$22M	Buy	722,542 +42,648	+6%	+$1.33M	0.28%	55
2026 Q1	$20.6M	Buy	679,894 +35,034	+5%	+$1.1M	0.3%	53
2025 Q4	$20M	Buy	644,860 +44,092	+7%	+$1.37M	0.29%	53
2025 Q3	$19M	Buy	600,768 +40,200	+7%	+$1.26M	0.3%	52
2025 Q2	$17.2M	Buy	560,568 +24,092	+4%	+$725K	0.3%	53
2025 Q1	$16.5M	Buy	536,476 +35,231	+7%	+$1.11M	0.34%	46
2024 Q4	$15.8M	Buy	501,245 +20,414	+4%	+$667K	0.36%	44
2024 Q3	$16M	Buy	480,831 +23,591	+5%	+$759K	0.38%	43
2024 Q2	$14.4M	Buy	457,240 +25,954	+6%	+$817K	0.4%	43
2024 Q1	$13.9M	Buy	431,286 +26,426	+7%	+$842K	0.43%	43
2023 Q4	$12.6M	Buy	404,860 +38,330	+10%	+$1.15M	0.44%	44
2023 Q3	$11.1M	Buy	366,530 +28,406	+8%	+$868K	0.45%	43
2023 Q2	$10.5M	Buy	338,124 +30,603	+10%	+$936K	0.44%	46
2023 Q1	$9.6M	Buy	307,521 +27,265	+10%	+$876K	0.44%	45
2022 Q4	$8.56M	Buy	280,256 +21,402	+8%	+$666K	0.44%	47
2022 Q3	$8.2M	Buy	258,854 +22,065	+9%	+$740K	0.48%	42
2022 Q2	$7.79M	Buy	236,789 +20,795	+10%	+$704K	0.48%	42
2022 Q1	$7.87M	Buy	215,994 +25,898	+14%	+$952K	0.36%	45
2021 Q4	$7.5M	Buy	190,096 +33,814	+22%	+$1.31M	0.37%	40
2021 Q3	$6.07M	Buy	156,282 +38,388	+33%	+$1.51M	0.47%	40
2021 Q2	$4.64M	Buy	117,894 +29,620	+34%	+$1.15M	0.38%	49
2021 Q1	$3.39M	Buy	88,274 +48,637	+123%	+$1.84M	0.34%	51
2020 Q4	$1.53M	Buy	39,637 +29,435	+289%	+$1.1M	0.18%	74
2020 Q3	$372K	Buy	+10,202	New	+$367K	0.05%	114

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Pure Financial Advisors's PFF Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.3% in Q2 2026, buying an estimated $1.33M and bringing the position to 722,542 shares worth $22M. The position accounts for 0.28% of the portfolio, ranked #55.

Pure Financial Advisors first reported a position in PFF in Q3 2020 and has held it in 24 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Pure Financial Advisors held 722,542 shares of iShares Preferred and Income Securities ETF worth $22M as of Q2 2026.
Pure Financial Advisors bought 42,648 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.33M.
iShares Preferred and Income Securities ETF made up 0.28% of Pure Financial Advisors's portfolio in Q2 2026, its #55 holding.
Pure Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 24 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.