Valley Wealth Managers’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
Valley Wealth Managers's PFF Position: Q3 2026 in Review
Valley Wealth Managers reduced its iShares Preferred and Income Securities ETF (PFF) stake by 42% in Q3 2026, selling an estimated $25.3K and leaving 1,177 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #234.
Valley Wealth Managers first reported a position in PFF in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q3 2023. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.
- Valley Wealth Managers held 1,177 shares of iShares Preferred and Income Securities ETF worth $34.7K as of Q3 2026.
- Valley Wealth Managers sold 835 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $25.3K.
- iShares Preferred and Income Securities ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #234 holding.
- Valley Wealth Managers first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 13 quarters since.
- Valley Wealth Managers's iShares Preferred and Income Securities ETF position peaked at $1.23M in Q3 2023.
- 294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.
Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.