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

Tanager Wealth Management’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	$9.06M	Buy	297,175 +110,450	+59%	+$3.44M	0.79%	27
2026 Q1	$5.66M	Sell	186,725 -20,015	-10%	-$627K	0.55%	32
2025 Q4	$6.4M	Buy	206,740 +44,208	+27%	+$1.38M	0.64%	29
2025 Q3	$5.14M	Buy	162,532 +44,335	+38%	+$1.39M	0.54%	33
2025 Q2	$3.63M	Buy	118,197 +44,784	+61%	+$1.35M	0.43%	34
2025 Q1	$2.26M	Buy	+73,413	New	+$2.31M	0.29%	36

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

Tanager Wealth Management's PFF Position: Q2 2026 in Review

Tanager Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 59% in Q2 2026, buying an estimated $3.44M and bringing the position to 297,175 shares worth $9.06M. The position accounts for 0.79% of the portfolio, ranked #27.

Tanager Wealth Management first reported a position in PFF in Q1 2025 and has held it in 6 quarters since. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Tanager Wealth Management held 297,175 shares of iShares Preferred and Income Securities ETF worth $9.06M as of Q2 2026.
Tanager Wealth Management bought 110,450 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.44M.
iShares Preferred and Income Securities ETF made up 0.79% of Tanager Wealth Management's portfolio in Q2 2026, its #27 holding.
Tanager Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 6 quarters since.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.