Realta Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Realta Investment 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 Q1	$1.01M	Buy	33,196 +8	+0%	+$251	0.35%	75
2025 Q4	$1.03M	Sell	33,188 -396	-1%	-$12.3K	0.34%	70
2025 Q3	$1.06M	Buy	33,584 +95	+0.3%	+$2.99K	0.36%	68
2025 Q2	$1.03M	Buy	33,489 +1,572	+5%	+$47.3K	0.41%	60
2025 Q1	$981K	Sell	31,917 -1,742	-5%	-$54.9K	0.45%	57
2024 Q4	$1.08M	Sell	33,659 -6,429	-16%	-$210K	0.44%	53
2024 Q3	$1.34M	Sell	40,088 -14,758	-27%	-$475K	0.62%	41
2024 Q2	$1.73M	Sell	54,846 -8,653	-14%	-$272K	0.34%	66
2024 Q1	$2.05M	Buy	63,499 +4,080	+7%	+$130K	0.42%	51
2023 Q4	$1.85M	Buy	59,419 +2,133	+4%	+$63.7K	0.42%	47
2023 Q3	$1.77M	Sell	57,286 -1,950	-3%	-$59.6K	0.41%	49
2023 Q2	$1.83M	Sell	59,236 -59	-0.1%	-$1.8K	0.4%	49
2023 Q1	$1.85M	Sell	59,295 -373	-0.6%	-$12K	0.45%	50
2022 Q4	$1.82M	Sell	59,668 -489	-0.8%	-$15.2K	0.44%	50
2022 Q3	$1.91M	Sell	60,157 -1,796	-3%	-$60.2K	0.5%	38
2022 Q2	$2.05M	Sell	61,953 -1,403	-2%	-$47.5K	0.5%	39
2022 Q1	$2.31M	Sell	63,356 -3,498	-5%	-$129K	0.46%	38
2021 Q4	$2.64M	Buy	66,854 +3,812	+6%	+$148K	0.58%	30
2021 Q3	$2.45M	Buy	63,042 +249	+0.4%	+$9.77K	0.58%	32
2021 Q2	$2.47M	Sell	62,793 -981	-2%	-$38K	0.59%	35
2021 Q1	$2.45M	Sell	63,774 -384	-0.6%	-$14.6K	0.64%	32
2020 Q4	$2.47M	Sell	64,158 -541	-0.8%	-$20.2K	0.7%	22
2020 Q3	$2.36M	Buy	64,699 +912	+1%	+$32.8K	0.79%	20
2020 Q2	$2.21M	Sell	63,787 -1,449	-2%	-$49.4K	0.73%	22
2020 Q1	$2.08M	Sell	65,236 -13,741	-17%	-$493K	0.89%	18
2019 Q4	$2.93M	Buy	78,977 +3,495	+5%	+$130K	0.8%	17
2019 Q3	$2.84M	Buy	75,482 +2,074	+3%	+$77.2K	0.77%	18
2019 Q2	$2.7M	Buy	73,408 +15,436	+27%	+$566K	0.75%	21
2019 Q1	$2.12M	Buy	+57,972	New	+$2.08M	0.96%	6

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

Realta Investment Advisors's PFF Position: Q1 2026 in Review

Realta Investment Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.02% in Q1 2026, buying an estimated $251 and bringing the position to 33,196 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #75.

Realta Investment Advisors first reported a position in PFF in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.93M in Q4 2019. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Realta Investment Advisors held 33,196 shares of iShares Preferred and Income Securities ETF worth $1.01M as of Q1 2026.
Realta Investment Advisors bought 8 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $251.
iShares Preferred and Income Securities ETF made up 0.35% of Realta Investment Advisors's portfolio in Q1 2026, its #75 holding.
Realta Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 29 quarters since.
Realta Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $2.93M in Q4 2019.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.