True Wealth Design’s iShares Preferred and Income Securities ETF PFF Stock Holding History

True Wealth Design’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	$458	Buy	+15	New	+$467	﹤0.01%	2231

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

True Wealth Design's PFF Position: Q2 2026 in Review

True Wealth Design opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 15 shares worth $458. The stake represents ﹤0.01% of the portfolio and ranks #2231 among its holdings.

240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

True Wealth Design held 15 shares of iShares Preferred and Income Securities ETF worth $458 as of Q2 2026.
iShares Preferred and Income Securities ETF was a new True Wealth Design position in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2231 holding.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.