Rebalance’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rebalance’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	$759K	Buy	24,907 +396	+2%	+$12.3K	0.04%	70
2026 Q1	$743K	Buy	+24,511	New	+$768K	0.04%	67
2024 Q3	–	Sell	-58,535	Closed	-$1.85M	–	94
2024 Q2	$1.85M	Sell	58,535 -355,141	-86%	-$11.2M	0.15%	41
2024 Q1	$13.3M	Sell	413,676 -19,777	-5%	-$630K	1.1%	14
2023 Q4	$13.5M	Sell	433,453 -38,370	-8%	-$1.15M	1.18%	14
2023 Q3	$14.2M	Sell	471,823 -3,152	-0.7%	-$96.3K	1.38%	14
2023 Q2	$14.7M	Sell	474,975 -7,025	-1%	-$215K	1.39%	14
2023 Q1	$15M	Buy	482,000 +3,083	+0.6%	+$99K	1.49%	15
2022 Q4	$14.6M	Buy	+478,917	New	+$14.9M	1.52%	15

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

Rebalance's PFF Position: Q2 2026 in Review

Rebalance increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 24,907 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #70.

Rebalance first reported a position in PFF in Q4 2022 and has held it in 9 quarters since. The position peaked at $15M in Q1 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Rebalance held 24,907 shares of iShares Preferred and Income Securities ETF worth $759K as of Q2 2026.
Rebalance bought 396 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $12.3K.
iShares Preferred and Income Securities ETF made up 0.04% of Rebalance's portfolio in Q2 2026, its #70 holding.
Rebalance first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 9 quarters since.
Rebalance's iShares Preferred and Income Securities ETF position peaked at $15M in Q1 2023.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.