TRB Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
TRB Wealth Management's PFF Position: Q2 2026 in Review
TRB Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.6% in Q2 2026, selling an estimated $25.6K and leaving 17,005 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #143.
TRB Wealth Management first reported a position in PFF in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- TRB Wealth Management held 17,005 shares of iShares Preferred and Income Securities ETF worth $518K as of Q2 2026.
- TRB Wealth Management sold 821 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $25.6K.
- iShares Preferred and Income Securities ETF made up 0.07% of TRB Wealth Management's portfolio in Q2 2026, its #143 holding.
- TRB Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
- TRB Wealth Management's iShares Preferred and Income Securities ETF position peaked at $540K in Q1 2026.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.