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

SkyOak Wealth’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	$328K	Buy	10,751 +3	+0%	+$93	0.05%	171
2026 Q1	$326K	Hold	10,748	–	–	0.06%	167
2025 Q4	$333K	Sell	10,748 -2,102	-16%	-$65.5K	0.06%	165
2025 Q3	$406K	Sell	12,850 -210	-2%	-$6.6K	0.08%	145
2025 Q2	$401K	Sell	13,060 -1,900	-13%	-$57.2K	0.08%	144
2025 Q1	$460K	Hold	14,960	–	–	0.1%	123
2024 Q4	$470K	Buy	14,960 +1,704	+13%	+$55.6K	0.1%	121
2024 Q3	$440K	Buy	13,256 +370	+3%	+$11.9K	0.1%	124
2024 Q2	$407K	Sell	12,886 -2,500	-16%	-$78.7K	0.09%	137
2024 Q1	$496K	Hold	15,386	–	–	0.12%	123
2023 Q4	$480K	Sell	15,386 -582	-4%	-$17.4K	0.12%	127
2023 Q3	$481K	Sell	15,968 -3,991	-20%	-$122K	0.14%	111
2023 Q2	$617K	Buy	19,959 +1,931	+11%	+$59.1K	0.17%	103
2023 Q1	$563K	Sell	18,028 -2	-0%	-$64	0.17%	107
2022 Q4	$550K	Sell	18,030 -750	-4%	-$23.3K	0.19%	110
2022 Q3	$595K	Buy	18,780 +2,275	+14%	+$76.3K	0.21%	103
2022 Q2	$543K	Sell	16,505 -1,555	-9%	-$52.6K	0.19%	103
2022 Q1	$658K	Sell	18,060 -3,956	-18%	-$145K	0.18%	108
2021 Q4	$868K	Buy	22,016 +44	+0.2%	+$1.71K	0.22%	99
2021 Q3	$853K	Sell	21,972 -532	-2%	-$20.9K	0.23%	95
2021 Q2	$885K	Sell	22,504 -55	-0.2%	-$2.13K	0.24%	92
2021 Q1	$877K	Buy	22,559 +729	+3%	+$27.7K	0.24%	90
2020 Q4	$841K	Sell	21,830 -104	-0.5%	-$3.89K	0.26%	93
2020 Q3	$799K	Sell	21,934 -1,722	-7%	-$62K	0.29%	85
2020 Q2	$819K	Sell	23,656 -4,862	-17%	-$166K	0.3%	80
2020 Q1	$908K	Buy	28,518 +4,488	+19%	+$161K	0.46%	50
2019 Q4	$903K	Buy	+24,030	New	+$896K	0.28%	76

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

SkyOak Wealth's PFF Position: Q2 2026 in Review

SkyOak Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 10,751 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #171.

SkyOak Wealth first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $908K in Q1 2020. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

SkyOak Wealth held 10,751 shares of iShares Preferred and Income Securities ETF worth $328K as of Q2 2026.
SkyOak Wealth bought 3 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $93.
iShares Preferred and Income Securities ETF made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #171 holding.
SkyOak Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's iShares Preferred and Income Securities ETF position peaked at $908K in Q1 2020.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.