Tyler-Stone Wealth Management’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
2025
Q2
$413K Buy
13,459
+57
+0.4% +$1.72K 0.07% 219
2025
Q1
$412K Buy
13,402
+35
+0.3% +$1.1K 0.07% 209
2024
Q4
$420K Buy
13,367
+55
+0.4% +$1.8K 0.07% 211
2024
Q3
$442K Buy
13,312
+6,580
+98% +$212K 0.08% 200
2024
Q2
$212K Sell
6,732
-1,427
-17% -$44.9K 0.09% 188
2024
Q1
$263K Buy
8,159
+1,514
+23% +$48.3K 0.12% 161
2023
Q4
$207K Buy
6,645
+898
+16% +$26.8K 0.1% 174
2023
Q3
$173K Buy
5,747
+15
+0.3% +$459 0.1% 173
2023
Q2
$177K Buy
+5,732
New +$175K 0.1% 173
2022
Q4
$174K Sell
5,704
-462
-7% -$14.4K 0.12% 156
2022
Q3
$195K Sell
6,166
-88
-1% -$2.95K 0.15% 133
2022
Q2
$206K Buy
6,254
+10
+0.2% +$338 0.14% 146
2022
Q1
$227K Sell
6,244
-519
-8% -$19.1K 0.12% 153
2021
Q4
$267K Buy
+6,763
New +$263K 0.14% 149

Other funds holding PFF

Tyler-Stone Wealth Management's PFF Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.43% in Q2 2025, buying an estimated $1.72K and bringing the position to 13,459 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #219.

Tyler-Stone Wealth Management first reported a position in PFF in Q4 2021 and has held it in 14 quarters since. The position peaked at $442K in Q3 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Tyler-Stone Wealth Management held 13,459 shares of iShares Preferred and Income Securities ETF worth $413K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 57 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $1.72K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #219 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's iShares Preferred and Income Securities ETF position peaked at $442K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.