RMR Wealth Builders
PFF icon

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

RMR 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
Q3 		– Sell
-6,751
Closed -$206K – 326
2026
Q2 		$206K Buy
+6,751
New +$210K 0.01% 302
2025
Q4 		– Sell
-6,776
Closed -$214K – 290
2025
Q3 		$214K Buy
6,776
+67
+1% +$2.11K 0.02% 268
2025
Q2 		$206K Buy
6,709
+46
+0.7% +$1.38K 0.02% 274
2025
Q1 		$205K Sell
6,663
-1,020
-13% -$32.2K 0.02% 252
2024
Q4 		$242K Sell
7,683
-469
-6% -$15.3K 0.03% 227
2024
Q3 		$271K Sell
8,152
-3,623
-31% -$117K 0.03% 221
2024
Q2 		$372K Buy
11,775
+97
+0.8% +$3.05K 0.04% 179
2024
Q1 		$376K Sell
11,678
-39
-0.3% -$1.24K 0.05% 180
2023
Q4 		$365K Sell
11,717
-6,165
-34% -$184K 0.05% 175
2023
Q3 		$539K Sell
17,882
-815
-4% -$24.9K 0.09% 127
2023
Q2 		$578K Buy
18,697
+1,435
+8% +$43.9K 0.1% 103
2023
Q1 		$539K Sell
17,262
-2,716
-14% -$87.2K 0.1% 101
2022
Q4 		$610K Sell
19,978
-489
-2% -$15.2K 0.14% 85
2022
Q3 		$648K Sell
20,467
-31
-0.2% -$1.04K 0.16% 81
2022
Q2 		$674K Buy
20,498
+2,043
+11% +$69.1K 0.17% 86
2022
Q1 		$672K Buy
18,455
+1,165
+7% +$42.8K 0.14% 95
2021
Q4 		$682K Buy
17,290
+2,657
+18% +$103K 0.2% 53
2021
Q3 		$568K Buy
14,633
+879
+6% +$34.5K 0.17% 92
2021
Q2 		$541K Sell
13,754
-4,726
-26% -$183K 0.18% 88
2021
Q1 		$710K Buy
18,480
+9,532
+107% +$362K 0.18% 78
2020
Q4 		$345K Sell
8,948
-19,278
-68% -$720K 0.17% 98
2020
Q3 		$1.03M Buy
28,226
+26,426
+1,468% +$951K 0.27% 61
2020
Q2 		$62K Buy
+1,800
New +$61.3K 0.06% 205
2019
Q4 		$45K Buy
+1,200
New +$44.8K 0.04% 240

Other funds holding PFF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders's PFF Position: Q3 2026 in Review

RMR Wealth Builders sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 6,751 shares — an estimated $206K sold.

RMR Wealth Builders first reported a position in PFF in Q4 2019 and held it in 24 quarters. The position peaked at $1.03M in Q3 2020. 826 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • RMR Wealth Builders reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 6,751 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $206K.
  • RMR Wealth Builders first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 24 quarters.
  • RMR Wealth Builders's iShares Preferred and Income Securities ETF position peaked at $1.03M in Q3 2020.
  • 826 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.