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SHP Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

SHP Wealth Management’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 		$47.6K Hold
1,570
– – ﹤0.01% 501
2025
Q4 		$48.6K Buy
+1,570
New +$48.9K ﹤0.01% 486

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's PFF Position: Q1 2026 in Review

SHP Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 1,570 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

SHP Wealth Management first reported a position in PFF in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.6K in Q4 2025. 970 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • SHP Wealth Management held 1,570 shares of iShares Preferred and Income Securities ETF worth $47.6K as of Q1 2026.
  • SHP Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #501 holding.
  • SHP Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Preferred and Income Securities ETF position peaked at $48.6K in Q4 2025.
  • 970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.