TrueWealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

TrueWealth 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	$336K	Buy	11,020 +375	+4%	+$11.7K	0.08%	189
2026 Q1	$323K	Sell	10,645 -181	-2%	-$5.67K	0.08%	192
2025 Q4	$335K	Sell	10,826 -5,846	-35%	-$182K	0.09%	183
2025 Q3	$527K	Sell	16,672 -2,206	-12%	-$69.4K	0.14%	128
2025 Q2	$579K	Sell	18,878 -10,238	-35%	-$308K	0.17%	109
2025 Q1	$895K	Sell	29,116 -10,183	-26%	-$321K	0.29%	66
2024 Q4	$1.24M	Sell	39,299 -9,954	-20%	-$325K	0.41%	56
2024 Q3	$1.64M	Sell	49,253 -9,630	-16%	-$310K	0.55%	39
2024 Q2	$1.86M	Sell	58,883 -8,617	-13%	-$271K	0.69%	30
2024 Q1	$2.18M	Sell	67,500 -76,783	-53%	-$2.45M	0.84%	26
2023 Q4	$4.5M	Buy	144,283 +10,586	+8%	+$316K	1.74%	13
2023 Q3	$4.03M	Sell	133,697 -6,234	-4%	-$191K	1.7%	13
2023 Q2	$4.33M	Buy	139,931 +131,171	+1,497%	+$4.01M	1.78%	15
2023 Q1	$273K	Sell	8,760 -56,782	-87%	-$1.82M	0.11%	147
2022 Q4	$2M	Sell	65,542 -171	-0.3%	-$5.32K	0.88%	25
2022 Q3	$2.08M	Buy	65,713 +2,698	+4%	+$90.4K	0.99%	20
2022 Q2	$2.07M	Sell	63,015 -200	-0.3%	-$6.77K	0.96%	24
2022 Q1	$2.49M	Hold	63,215	–	–	1.12%	23
2021 Q4	$2.49M	Buy	63,215 +2,137	+3%	+$83K	1.12%	23
2021 Q3	$2.37M	Buy	61,078 +35,611	+140%	+$1.4M	1.33%	19
2021 Q2	$1M	Sell	25,467 -123,334	-83%	-$4.78M	0.58%	39
2021 Q1	$5.75M	Buy	+148,801	New	+$5.64M	3.73%	7

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

TrueWealth Advisors's PFF Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 11,020 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #189.

TrueWealth Advisors first reported a position in PFF in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.75M in Q1 2021. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

TrueWealth Advisors held 11,020 shares of iShares Preferred and Income Securities ETF worth $336K as of Q2 2026.
TrueWealth Advisors bought 375 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11.7K.
iShares Preferred and Income Securities ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #189 holding.
TrueWealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 22 quarters since.
TrueWealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5.75M in Q1 2021.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.