Quest 10 Wealth Builders’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Quest 10 Wealth Builders’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	$30	Sell	1 -1	-50%	-$31	﹤0.01%	771
2026 Q1	$61	Hold	2	–	–	﹤0.01%	757
2025 Q4	$62	Hold	2	–	–	﹤0.01%	779
2025 Q3	$63	Hold	2	–	–	﹤0.01%	864
2025 Q2	$61	Hold	2	–	–	﹤0.01%	781
2025 Q1	$61	Hold	2	–	–	﹤0.01%	764
2024 Q4	$63	Buy	+2	New	+$65	﹤0.01%	708

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

Quest 10 Wealth Builders's PFF Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares Preferred and Income Securities ETF (PFF) stake by 50% in Q2 2026, selling an estimated $31 and leaving 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Quest 10 Wealth Builders first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $63 in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Quest 10 Wealth Builders held 1 share of iShares Preferred and Income Securities ETF worth $30 as of Q2 2026.
Quest 10 Wealth Builders sold 1 iShares Preferred and Income Securities ETF share in Q2 2026, an estimated $31.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #771 holding.
Quest 10 Wealth Builders first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Preferred and Income Securities ETF position peaked at $63 in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.