Sound Income Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sound Income Strategies’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	$367K	Buy	12,500 +30	+0.2%	+$910	0.02%	333
2026 Q2	$380K	Buy	12,470 +3,864	+45%	+$120K	0.02%	327
2026 Q1	$261K	Sell	8,606 -1,307	-13%	-$40.9K	0.01%	350
2025 Q4	$315K	Buy	9,913 +402	+4%	+$12.5K	0.01%	316
2025 Q3	$299K	Sell	9,511 -1,930	-17%	-$60.7K	0.02%	240
2025 Q2	$351K	Sell	11,441 -629	-5%	-$18.9K	0.02%	210
2025 Q1	$371K	Buy	12,070 +7,939	+192%	+$250K	0.02%	208
2024 Q4	$130K	Buy	4,131 +92	+2%	+$3K	0.01%	315
2024 Q3	$134K	Sell	4,039 -1,115	-22%	-$35.9K	0.01%	298
2024 Q2	$163K	Sell	5,154 -589	-10%	-$18.5K	0.01%	249
2024 Q1	$185K	Sell	5,743 -530	-8%	-$16.9K	0.01%	228
2023 Q4	$196K	Buy	6,273 +3,613	+136%	+$108K	0.02%	196
2023 Q3	$80.2K	Sell	2,660 -462	-15%	-$14.1K	0.01%	235
2023 Q2	$96.6K	Sell	3,122 -544	-15%	-$16.6K	0.01%	217
2023 Q1	$114K	Sell	3,666 -7,189	-66%	-$231K	0.01%	187
2022 Q4	$331K	Sell	10,855 -876	-7%	-$27.2K	0.04%	115
2022 Q3	$372K	Sell	11,731 -365	-3%	-$12.2K	0.05%	110
2022 Q2	$398K	Sell	12,096 -331	-3%	-$11.2K	0.05%	113
2022 Q1	$453K	Sell	12,427 -4,273	-26%	-$157K	0.05%	111
2021 Q4	$658K	Sell	16,700 -2,834	-15%	-$110K	0.08%	103
2021 Q3	$758K	Sell	19,534 -8,631	-31%	-$339K	0.1%	95
2021 Q2	$1.11M	Buy	28,165 +4,825	+21%	+$187K	0.16%	80
2021 Q1	$896K	Sell	23,340 -12,961	-36%	-$492K	0.15%	83
2020 Q4	$1.4M	Sell	36,301 -343	-0.9%	-$12.8K	0.31%	46
2020 Q3	$1.34M	Buy	36,644 +271	+0.7%	+$9.75K	0.37%	37
2020 Q2	$1.26M	Sell	36,373 -209	-0.6%	-$7.12K	0.38%	35
2020 Q1	$1.17M	Buy	36,582 +12,191	+50%	+$437K	0.4%	33
2019 Q4	$917K	Buy	24,391 +98	+0.4%	+$3.66K	0.25%	35
2019 Q3	$912K	Buy	24,293 +566	+2%	+$21.1K	0.28%	35
2019 Q2	$874K	Buy	23,727 +8,799	+59%	+$322K	0.3%	33
2019 Q1	$546K	Buy	14,928 +2,239	+18%	+$80.5K	0.25%	38
2018 Q4	$434K	Sell	12,689 -577	-4%	-$20.4K	0.23%	39
2018 Q3	$493K	Buy	13,266 +2,595	+24%	+$97.4K	0.24%	41
2018 Q2	$402K	Sell	10,671 -2,983	-22%	-$111K	0.23%	42
2018 Q1	$513K	Buy	13,654 +6,623	+94%	+$249K	0.34%	36
2017 Q4	$260K	Buy	+7,031	New	+$270K	0.17%	46

Other funds holding PFF

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Sound Income Strategies's PFF Position: Q3 2026 in Review

Sound Income Strategies increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.24% in Q3 2026, buying an estimated $910 and bringing the position to 12,500 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #333.

Sound Income Strategies first reported a position in PFF in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.4M in Q4 2020. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Sound Income Strategies held 12,500 shares of iShares Preferred and Income Securities ETF worth $367K as of Q3 2026.
Sound Income Strategies bought 30 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $910.
iShares Preferred and Income Securities ETF made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #333 holding.
Sound Income Strategies first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 36 quarters since.
Sound Income Strategies's iShares Preferred and Income Securities ETF position peaked at $1.4M in Q4 2020.
57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.