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

SVB 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 		$1.19M Buy
38,886
+3,300
+9% +$103K 0.07% 180
2026
Q1 		$1.08M Sell
35,586
-7,579
-18% -$237K 0.07% 183
2025
Q4 		$1.34M Sell
43,165
-21,779
-34% -$678K 0.08% 183
2025
Q3 		$2.05M Sell
64,944
-18,128
-22% -$570K 0.11% 150
2025
Q2 		$2.55M Buy
+83,072
New +$2.5M 0.14% 138
2025
Q1 		– Sell
-636,280
Closed -$20M – 1712
2024
Q4 		$20M Buy
+636,280
New +$20.8M 0.37% 34
2024
Q3 		– Sell
-744,062
Closed -$23.5M – 436
2024
Q2 		$23.5M Sell
744,062
-81,354
-10% -$2.56M 0.58% 30
2024
Q1 		$26.6M Sell
825,416
-21,781
-3% -$694K 0.59% 34
2023
Q4 		$26.4M Sell
847,197
-498,780
-37% -$14.9M 0.64% 30
2023
Q3 		$40.6M Sell
1,345,977
-327,768
-20% -$10M 0.89% 17
2023
Q2 		$51.8M Sell
1,673,745
-263,205
-14% -$8.05M 0.94% 16
2023
Q1 		$60.5M Sell
1,936,950
-201,402
-9% -$6.47M 0.85% 19
2022
Q4 		$65.3M Sell
2,138,352
-230,620
-10% -$7.17M 0.88% 19
2022
Q3 		$75M Sell
2,368,972
-147,757
-6% -$4.95M 1.1% 16
2022
Q2 		$82.8M Sell
2,516,729
-135,827
-5% -$4.6M 1.27% 13
2022
Q1 		$96.6M Buy
2,652,556
+269,954
+11% +$9.93M 1.29% 13
2021
Q4 		$93.9M Sell
2,382,602
-158,256
-6% -$6.15M 1.54% 9
2021
Q3 		$98.6M Buy
2,540,858
+289,690
+13% +$11.4M 1.27% 13
2021
Q2 		$88.5M Buy
2,251,168
+280,714
+14% +$10.9M 1.12% 14
2021
Q1 		$75.7M Buy
1,970,454
+165,760
+9% +$6.29M 1.05% 14
2020
Q4 		$69.5M Buy
1,804,694
+199,774
+12% +$7.46M 1.02% 12
2020
Q3 		$58.5M Buy
1,604,920
+80,083
+5% +$2.88M 0.96% 14
2020
Q2 		$52.8M Buy
1,524,837
+119,169
+8% +$4.06M 0.98% 14
2020
Q1 		$44.8M Buy
1,405,668
+257,717
+22% +$9.24M 1.09% 14
2019
Q4 		$43.2M Buy
1,147,951
+240,036
+26% +$8.95M 0.79% 19
2019
Q3 		$34.1M Buy
907,915
+637,302
+236% +$23.7M 0.68% 24
2019
Q2 		$9.97M Buy
+270,613
New +$9.92M 0.34% 81

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SVB Wealth's PFF Position: Q2 2026 in Review

SVB Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 9.3% in Q2 2026, buying an estimated $103K and bringing the position to 38,886 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #180.

SVB Wealth first reported a position in PFF in Q2 2019 and has held it in 27 quarters since. The position peaked at $98.6M in Q3 2021. 968 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • SVB Wealth held 38,886 shares of iShares Preferred and Income Securities ETF worth $1.19M as of Q2 2026.
  • SVB Wealth bought 3,300 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $103K.
  • iShares Preferred and Income Securities ETF made up 0.07% of SVB Wealth's portfolio in Q2 2026, its #180 holding.
  • SVB Wealth first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Preferred and Income Securities ETF position peaked at $98.6M in Q3 2021.
  • 968 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.