WealthShield Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WealthShield Partners’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	$187K	Buy	6,180 +36	+0.6%	+$1.13K	0.02%	356
2025 Q4	$190K	Buy	6,144 +49	+0.8%	+$1.53K	0.02%	352
2025 Q3	$193K	Sell	6,095 -1,566	-20%	-$49.2K	0.02%	347
2025 Q2	$235K	Sell	7,661 -2,942	-28%	-$88.6K	0.03%	301
2025 Q1	$326K	Buy	10,603 +3,088	+41%	+$97.4K	0.04%	261
2024 Q4	$236K	Sell	7,515 -37	-0.5%	-$1.21K	0.03%	264
2024 Q3	$251K	Sell	7,552 -81	-1%	-$2.61K	0.03%	264
2024 Q2	$241K	Buy	7,633 +740	+11%	+$23.3K	0.04%	258
2024 Q1	$222K	Buy	6,893 +4,372	+173%	+$139K	0.04%	261
2023 Q4	$78.6K	Sell	2,521 -2,270	-47%	-$67.8K	0.01%	338
2023 Q3	$144K	Sell	4,791 -37	-0.8%	-$1.13K	0.02%	312
2023 Q2	$149K	Buy	4,828 +821	+20%	+$25.1K	0.02%	306
2023 Q1	$125K	Buy	+4,007	New	+$129K	0.02%	314
2022 Q1	–	Sell	-5,471	Closed	-$216K	–	363
2021 Q4	$216K	Buy	5,471 +149	+3%	+$5.79K	0.04%	265
2021 Q3	$207K	Sell	5,322 -4,344	-45%	-$170K	0.06%	226
2021 Q2	$380K	Buy	9,666 +2,766	+40%	+$107K	0.06%	182
2021 Q1	$265K	Sell	6,900 -7,189	-51%	-$273K	0.05%	223
2020 Q4	$543K	Sell	14,089 -15,806	-53%	-$591K	0.1%	160
2020 Q3	$1.09M	Buy	29,895 +11,319	+61%	+$407K	0.38%	67
2020 Q2	$643K	Sell	18,576 -1,142	-6%	-$38.9K	0.3%	79
2020 Q1	$628K	Buy	19,718 +615	+3%	+$22.1K	0.38%	62
2019 Q4	$718K	Buy	19,103 +998	+6%	+$37.2K	0.35%	59
2019 Q3	$679K	Buy	18,105 +950	+6%	+$35.3K	0.36%	59
2019 Q2	$632K	Buy	17,155 +13,403	+357%	+$491K	0.37%	55
2019 Q1	$137K	Buy	3,752 +1,501	+67%	+$53.9K	0.08%	161
2018 Q4	$77K	Sell	2,251 -972	-30%	-$34.4K	0.05%	151
2018 Q3	$120K	Hold	3,223	–	–	0.07%	142
2018 Q2	$122K	Sell	3,223 -115	-3%	-$4.28K	0.07%	132
2018 Q1	$125K	Buy	3,338 +350	+12%	+$13.1K	0.08%	129
2017 Q4	$113K	Buy	+2,988	New	+$115K	0.07%	136

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 $1.92B AUM 19.65% 1-Year Est. Return

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

WealthShield Partners's PFF Position: Q1 2026 in Review

WealthShield Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.59% in Q1 2026, buying an estimated $1.13K and bringing the position to 6,180 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #356.

WealthShield Partners first reported a position in PFF in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.09M in Q3 2020. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

WealthShield Partners held 6,180 shares of iShares Preferred and Income Securities ETF worth $187K as of Q1 2026.
WealthShield Partners bought 36 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.13K.
iShares Preferred and Income Securities ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #356 holding.
WealthShield Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 30 quarters since.
WealthShield Partners's iShares Preferred and Income Securities ETF position peaked at $1.09M in Q3 2020.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.