Stelac Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stelac Advisory Services’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	$109K	Buy	+3,581	New	+$112K	0.02%	162
2023 Q2	–	Sell	-7,944	Closed	-$248K	–	163
2023 Q1	$248K	Sell	7,944 -120	-1%	-$3.85K	0.11%	117
2022 Q4	$246K	Sell	8,064 -460	-5%	-$14.3K	0.11%	120
2022 Q3	$270K	Buy	8,524 +460	+6%	+$15.4K	0.12%	120
2022 Q2	$265K	Sell	8,064 -2,829	-26%	-$95.7K	0.11%	127
2022 Q1	$397K	Sell	10,893 -2,438	-18%	-$89.6K	0.14%	62
2021 Q4	$526K	Buy	13,331 +1,004	+8%	+$39K	0.14%	89
2021 Q3	$478K	Sell	12,327 -1,976	-14%	-$77.5K	0.13%	117
2021 Q2	$563K	Buy	14,303 +2,338	+20%	+$90.6K	0.13%	122
2021 Q1	$459K	Sell	11,965 -20,764	-63%	-$788K	0.17%	101
2020 Q4	$1.26M	Buy	32,729 +17,198	+111%	+$643K	0.33%	54
2020 Q3	$566K	Buy	+15,531	New	+$559K	0.19%	83
2019 Q3	–	Sell	-6,500	Closed	-$240K	–	116
2019 Q2	$240K	Hold	6,500	–	–	0.18%	50
2019 Q1	$222K	Hold	6,500	–	–	0.11%	54
2018 Q4	$222K	Buy	+6,500	New	+$230K	0.11%	50
2018 Q3	–	Sell	-6,500	Closed	-$245K	–	165
2018 Q2	$245K	Buy	+6,500	New	+$242K	0.07%	72

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

Stelac Advisory Services's PFF Position: Q2 2026 in Review

Stelac Advisory Services opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 3,581 shares worth $109K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in PFF as recently as Q1 2023.

Stelac Advisory Services first reported a position in PFF in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2020. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Stelac Advisory Services held 3,581 shares of iShares Preferred and Income Securities ETF worth $109K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Stelac Advisory Services position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Stelac Advisory Services's portfolio in Q2 2026, its #162 holding.
Stelac Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and has held it in 16 quarters since.
Stelac Advisory Services's iShares Preferred and Income Securities ETF position peaked at $1.26M in Q4 2020.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.