Tred Avon Family Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tred Avon Family 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	$661K	Hold	21,685	–	–	0.2%	148
2026 Q1	$657K	Buy	21,685 +4,250	+24%	+$133K	0.22%	143
2025 Q4	$540K	Hold	17,435	–	–	0.18%	152
2025 Q3	$551K	Buy	+17,435	New	+$548K	0.19%	141

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 22.9% 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

Tred Avon Family Wealth's PFF Position: Q2 2026 in Review

Tred Avon Family Wealth held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 21,685 shares worth $661K. The position accounts for 0.2% of the portfolio, ranked #148.

Tred Avon Family Wealth first reported a position in PFF in Q3 2025 and has held it in 4 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Tred Avon Family Wealth held 21,685 shares of iShares Preferred and Income Securities ETF worth $661K as of Q2 2026.
Tred Avon Family Wealth left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.2% of Tred Avon Family Wealth's portfolio in Q2 2026, its #148 holding.
Tred Avon Family Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.