Sax Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Sax Wealth Advisors's PFF Position: Q2 2026 in Review
Sax Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 72% in Q2 2026, buying an estimated $723K and bringing the position to 55,381 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #169.
Sax Wealth Advisors first reported a position in PFF in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.64M in Q4 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Sax Wealth Advisors held 55,381 shares of iShares Preferred and Income Securities ETF worth $1.68M as of Q2 2026.
- Sax Wealth Advisors bought 23,203 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $723K.
- iShares Preferred and Income Securities ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #169 holding.
- Sax Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
- Sax Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $6.64M in Q4 2021.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.