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 Q2	$8.23K	Sell	270 -1,300	-83%	-$40.5K	﹤0.01%	1034
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 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 22.9% 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

SHP Wealth Management's PFF Position: Q2 2026 in Review

SHP Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 83% in Q2 2026, selling an estimated $40.5K and leaving 270 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

SHP Wealth Management first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.6K in Q4 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

SHP Wealth Management held 270 shares of iShares Preferred and Income Securities ETF worth $8.23K as of Q2 2026.
SHP Wealth Management sold 1,300 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $40.5K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1034 holding.
SHP Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's iShares Preferred and Income Securities ETF position peaked at $48.6K in Q4 2025.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.