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PFF icon

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
Q3 		$310K Sell
10,523
-497
-5% -$15.1K 0.07% 198
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 		$5.74M Buy
+148,801
New +$5.64M 3.73% 7

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's PFF Position: Q3 2026 in Review

TrueWealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.5% in Q3 2026, selling an estimated $15.1K and leaving 10,523 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #198.

TrueWealth Advisors first reported a position in PFF in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.74M in Q1 2021. 576 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • TrueWealth Advisors held 10,523 shares of iShares Preferred and Income Securities ETF worth $310K as of Q3 2026.
  • TrueWealth Advisors sold 497 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $15.1K.
  • iShares Preferred and Income Securities ETF made up 0.07% of TrueWealth Advisors's portfolio in Q3 2026, its #198 holding.
  • TrueWealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5.74M in Q1 2021.
  • 576 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.