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iShares S&P US Pref Stock Idx Fnd shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 7.6k 30.22

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Verizon Communications (VZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Cbl & Assoc Pptys Common Stock (CBL)
Visa Com Cl A (V)

View all positions for Beverly Hills Private Wealth

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
Raymond James Financial
First Interstate Bank
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P US Pref Stock Idx Fnd