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

VERITY Wealth 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 Q1	–	Sell	-17,878	Closed	-$554K	–	84
2025 Q4	$554K	Hold	17,878	–	–	0.34%	54
2025 Q3	$565K	Sell	17,878 -500	-3%	-$15.7K	0.36%	52
2025 Q2	$564K	Hold	18,378	–	–	0.38%	49
2025 Q1	$565K	Hold	18,378	–	–	0.42%	46
2024 Q4	$578K	Hold	18,378	–	–	0.42%	44
2024 Q3	$611K	Hold	18,378	–	–	0.43%	45
2024 Q2	$580K	Hold	18,378	–	–	0.43%	43
2024 Q1	$592K	Buy	18,378 +9,558	+108%	+$305K	0.45%	44
2023 Q4	$275K	Buy	+8,820	New	+$263K	0.24%	62

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VERITY Wealth Advisors's PFF Position: Q1 2026 in Review

VERITY Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 17,878 shares — an estimated $554K sold.

VERITY Wealth Advisors first reported a position in PFF in Q4 2023 and held it in 9 quarters. The position peaked at $611K in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

VERITY Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 17,878 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $554K.
VERITY Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 9 quarters.
VERITY Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $611K in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on VERITY Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.