Wealth Management Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealth Management Associates’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	$222K	Sell	7,268 -375	-5%	-$11.7K	0.06%	232
2026 Q1	$232K	Hold	7,643	–	–	0.08%	211
2025 Q4	$237K	Hold	7,643	–	–	0.08%	206
2025 Q3	$242K	Buy	+7,643	New	+$240K	0.09%	201
2025 Q1	–	Sell	-6,583	Closed	-$207K	–	220
2024 Q4	$207K	Buy	6,583 +300	+5%	+$9.79K	0.09%	196
2024 Q3	$209K	Sell	6,283 -315	-5%	-$10.1K	0.09%	197
2024 Q2	$208K	Hold	6,598	–	–	0.1%	188
2024 Q1	$208K	Sell	6,598 -135	-2%	-$4.3K	0.1%	188
2023 Q4	$210K	Sell	6,733 -510	-7%	-$15.2K	0.11%	184
2023 Q3	$218K	Sell	7,243 -375	-5%	-$11.5K	0.13%	167
2023 Q2	$236K	Sell	7,618 -260	-3%	-$7.96K	0.13%	162
2023 Q1	$246K	Sell	7,878 -500	-6%	-$16.1K	0.15%	157
2022 Q4	$256K	Sell	8,378 -1,375	-14%	-$42.8K	0.17%	143
2022 Q3	$309K	Sell	9,753 -5	-0.1%	-$168	0.22%	123
2022 Q2	$321K	Buy	9,758 +5	+0.1%	+$169	0.22%	120
2022 Q1	$355K	Sell	9,753 -500	-5%	-$18.4K	0.2%	126
2021 Q4	$404K	Sell	10,253 -5	-0%	-$194	0.22%	124
2021 Q3	$398K	Sell	10,258 -4,510	-31%	-$177K	0.23%	110
2021 Q2	$581K	Sell	14,768 -250	-2%	-$9.68K	0.33%	72
2021 Q1	$577K	Buy	15,018 +4,910	+49%	+$186K	0.37%	66
2020 Q4	$389K	Sell	10,108 -355	-3%	-$13.3K	0.26%	98
2020 Q3	$381K	Hold	10,463	–	–	0.29%	79
2020 Q2	$362K	Sell	10,463 -306	-3%	-$10.4K	0.31%	80
2020 Q1	$343K	Sell	10,769 -668	-6%	-$24K	0.35%	73
2019 Q4	$430K	Buy	11,437 +5	+0%	+$187	0.31%	79
2019 Q3	$429K	Buy	11,432 +53	+0.5%	+$1.97K	0.35%	75
2019 Q2	$419K	Sell	11,379 -196	-2%	-$7.18K	0.42%	57
2019 Q1	$423K	Buy	11,575 +3	+0%	+$108	0.46%	56
2018 Q4	$396K	Buy	+11,572	New	+$410K	0.53%	46

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

Wealth Management Associates's PFF Position: Q2 2026 in Review

Wealth Management Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.9% in Q2 2026, selling an estimated $11.7K and leaving 7,268 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #232.

Wealth Management Associates first reported a position in PFF in Q4 2018 and has held it in 29 quarters since. The position peaked at $581K in Q2 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wealth Management Associates held 7,268 shares of iShares Preferred and Income Securities ETF worth $222K as of Q2 2026.
Wealth Management Associates sold 375 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11.7K.
iShares Preferred and Income Securities ETF made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #232 holding.
Wealth Management Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 29 quarters since.
Wealth Management Associates's iShares Preferred and Income Securities ETF position peaked at $581K in Q2 2021.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.