Sound View Wealth Advisors Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sound View Wealth Advisors Group’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	$1.68M	Buy	55,024 +120	+0.2%	+$3.74K	0.1%	149
2026 Q1	$1.66M	Sell	54,904 -3,391	-6%	-$106K	0.11%	141
2025 Q4	$1.8M	Sell	58,295 -4,783	-8%	-$149K	0.12%	134
2025 Q3	$1.99M	Sell	63,078 -1,798	-3%	-$56.5K	0.14%	136
2025 Q2	$1.99M	Sell	64,876 -1,849	-3%	-$55.7K	0.15%	133
2025 Q1	$2.05M	Sell	66,725 -1,954	-3%	-$61.6K	0.17%	123
2024 Q4	$2.16M	Sell	68,679 -4,108	-6%	-$134K	0.17%	117
2024 Q3	$2.42M	Sell	72,787 -2,176	-3%	-$70K	0.2%	114
2024 Q2	$2.37M	Sell	74,963 -11,272	-13%	-$355K	0.24%	94
2024 Q1	$2.78M	Sell	86,235 -2,721	-3%	-$86.7K	0.3%	78
2023 Q4	$2.77M	Buy	88,956 +1,243	+1%	+$37.1K	0.31%	81
2023 Q3	$2.64M	Buy	87,713 +1,740	+2%	+$53.2K	0.33%	70
2023 Q2	$2.66M	Sell	85,973 -6,165	-7%	-$189K	0.35%	68
2023 Q1	$2.88M	Buy	92,138 +3,182	+4%	+$102K	0.39%	63
2022 Q4	$2.77M	Buy	88,956 +517	+0.6%	+$16.1K	0.31%	81
2022 Q3	$2.8M	Sell	88,439 -1,585	-2%	-$53.1K	0.63%	47
2022 Q2	$2.96M	Sell	90,024 -132	-0.1%	-$4.47K	0.62%	46
2022 Q1	$3.28M	Sell	90,156 -5,400	-6%	-$199K	0.62%	47
2021 Q4	$3.77M	Sell	95,556 -7,485	-7%	-$291K	0.71%	38
2021 Q3	$4M	Buy	103,041 +3,065	+3%	+$120K	0.84%	37
2021 Q2	$3.93M	Buy	99,976 +4,123	+4%	+$160K	0.83%	39
2021 Q1	$3.68M	Sell	95,853 -1,626	-2%	-$61.7K	0.86%	36
2020 Q4	$3.75M	Sell	97,479 -274	-0.3%	-$10.2K	0.92%	34
2020 Q3	$3.56M	Buy	97,753 +1,249	+1%	+$44.9K	0.94%	32
2020 Q2	$3.34M	Buy	96,504 +3,162	+3%	+$108K	0.94%	33
2020 Q1	$2.97M	Sell	93,342 -27,055	-22%	-$970K	1.03%	31
2019 Q4	$4.53M	Buy	120,397 +21,834	+22%	+$814K	1.28%	21
2019 Q3	$3.7M	Buy	98,563 +6,578	+7%	+$245K	1.1%	26
2019 Q2	$3.39M	Buy	+91,985	New	+$3.37M	1%	30

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

Sound View Wealth Advisors Group's PFF Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.22% in Q2 2026, buying an estimated $3.74K and bringing the position to 55,024 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #149.

Sound View Wealth Advisors Group first reported a position in PFF in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.53M in Q4 2019. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sound View Wealth Advisors Group held 55,024 shares of iShares Preferred and Income Securities ETF worth $1.68M as of Q2 2026.
Sound View Wealth Advisors Group bought 120 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.74K.
iShares Preferred and Income Securities ETF made up 0.1% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #149 holding.
Sound View Wealth Advisors Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's iShares Preferred and Income Securities ETF position peaked at $4.53M in Q4 2019.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.