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

Whalen Wealth Management’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
-30,649
Closed -$949K – 214
2025
Q4 		$949K Buy
+30,649
New +$954K 0.51% 50
2024
Q4 		– Sell
-58,985
Closed -$1.96M – 170
2024
Q3 		$1.96M Buy
+58,985
New +$1.9M 1.39% 18

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whalen Wealth Management's PFF Position: Q1 2026 in Review

Whalen Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 30,649 shares — an estimated $949K sold.

Whalen Wealth Management first reported a position in PFF in Q3 2024 and held it in 2 quarters. The position peaked at $1.96M in Q3 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Whalen Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 30,649 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $949K.
  • Whalen Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and held it in 2 quarters.
  • Whalen Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.96M in Q3 2024.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.