Trask Adam Roland’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Trask Adam Roland’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 Q1	$318K	Buy	+10,488	New	+$328K	0.3%	53

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

Trask Adam Roland's PFF Position: Q1 2026 in Review

Trask Adam Roland opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 10,488 shares worth $318K. The stake represents 0.3% of the portfolio and ranks #53 among its holdings.

972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Trask Adam Roland held 10,488 shares of iShares Preferred and Income Securities ETF worth $318K as of Q1 2026.
iShares Preferred and Income Securities ETF was a new Trask Adam Roland position in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.3% of Trask Adam Roland's portfolio in Q1 2026, its #53 holding.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.