Trivium Point Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.23M Buy
+73,136
New +$2.28M 0.2% 119
2026
Q1
Sell
-65,164
Closed -$2.02M 321
2025
Q4
$2.02M Buy
65,164
+1,085
+2% +$33.8K 0.2% 114
2025
Q3
$2.03M Buy
64,079
+1,811
+3% +$56.9K 0.21% 116
2025
Q2
$1.91M Buy
62,268
+21,081
+51% +$635K 0.21% 123
2025
Q1
$1.27M Buy
41,187
+4,324
+12% +$136K 0.16% 147
2024
Q4
$1.16M Buy
36,863
+16,753
+83% +$547K 0.15% 155
2024
Q3
$657K Sell
20,110
-1,116
-5% -$35.9K 0.09% 202
2024
Q2
$670K Buy
+21,226
New +$668K 0.1% 190

Other funds holding PFF

Trivium Point Advisory's PFF Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 73,136 shares worth $2.23M. The stake represents 0.2% of the portfolio and ranks #119 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in PFF as recently as Q4 2025.

Trivium Point Advisory first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Trivium Point Advisory held 73,136 shares of iShares Preferred and Income Securities ETF worth $2.23M as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Trivium Point Advisory position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.2% of Trivium Point Advisory's portfolio in Q2 2026, its #119 holding.
  • Trivium Point Advisory first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.