TRUE Private Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

TRUE Private Wealth Advisors’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	$1.07M	Sell	35,074 -11,793	-25%	-$367K	0.09%	129
2026 Q1	$1.42M	Sell	46,867 -8,445	-15%	-$264K	0.14%	96
2025 Q4	$1.71M	Sell	55,312 -3,678	-6%	-$115K	0.17%	83
2025 Q3	$1.87M	Sell	58,990 -7,896	-12%	-$248K	0.19%	79
2025 Q2	$2.05M	Sell	66,886 -14,487	-18%	-$436K	0.23%	71
2025 Q1	$2.5M	Sell	81,373 -12,257	-13%	-$386K	0.3%	57
2024 Q4	$2.94M	Sell	93,630 -47,680	-34%	-$1.56M	0.36%	47
2024 Q3	$4.7M	Sell	141,310 -747,056	-84%	-$24M	0.56%	34
2024 Q2	$28M	Sell	888,366 -489,767	-36%	-$15.4M	3.17%	9
2024 Q1	$44.4M	Buy	1,378,133 +179,666	+15%	+$5.73M	5.1%	4
2023 Q4	$37.4M	Buy	1,198,467 +84,232	+8%	+$2.52M	4.73%	5
2023 Q3	$33.6M	Sell	1,114,235 -29,808	-3%	-$911K	4.67%	5
2023 Q2	$35.4M	Buy	1,144,043 +165,846	+17%	+$5.07M	5.23%	5
2023 Q1	$30.5M	Buy	+978,197	New	+$31.4M	4.52%	6
2021 Q1	–	Sell	-310	Closed	-$11K	–	564
2020 Q4	$11K	Hold	310	–	–	﹤0.01%	525
2020 Q3	$11K	Hold	310	–	–	﹤0.01%	487
2020 Q2	$10K	Hold	310	–	–	﹤0.01%	492
2020 Q1	$9K	Hold	310	–	–	﹤0.01%	469
2019 Q4	$11K	Buy	+310	New	+$11.6K	﹤0.01%	588
2018 Q4	–	Sell	-64	Closed	-$2.39K	–	726
2018 Q3	$2.39K	Buy	+64	New	+$2.4K	﹤0.01%	1003

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

TRUE Private Wealth Advisors's PFF Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 25% in Q2 2026, selling an estimated $367K and leaving 35,074 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #129.

TRUE Private Wealth Advisors first reported a position in PFF in Q3 2018 and has held it in 20 quarters since. The position peaked at $44.4M in Q1 2024. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

TRUE Private Wealth Advisors held 35,074 shares of iShares Preferred and Income Securities ETF worth $1.07M as of Q2 2026.
TRUE Private Wealth Advisors sold 11,793 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $367K.
iShares Preferred and Income Securities ETF made up 0.09% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #129 holding.
TRUE Private Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and has held it in 20 quarters since.
TRUE Private Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $44.4M in Q1 2024.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.