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Allen Mooney & Barnes Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Allen Mooney & Barnes Investment 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
Q3 		$504K Buy
17,083
+1,048
+7% +$31.8K 0.07% 97
2026
Q2 		$489K Buy
16,035
+116
+0.7% +$3.61K 0.07% 101
2026
Q1 		$483K Sell
15,919
-91
-0.6% -$2.85K 0.07% 106
2025
Q4 		$496K Buy
16,010
+164
+1% +$5.11K 0.07% 102
2025
Q3 		$501K Buy
15,846
+294
+2% +$9.24K 0.08% 103
2025
Q2 		$477K Buy
15,552
+1,274
+9% +$38.3K 0.08% 108
2025
Q1 		$439K Buy
14,278
+1,036
+8% +$32.7K 0.07% 107
2024
Q4 		$416K Sell
13,242
-508
-4% -$16.6K 0.07% 111
2024
Q3 		$457K Sell
13,750
-2,115
-13% -$68.1K 0.08% 107
2024
Q2 		$501K Buy
15,865
+72
+0.5% +$2.27K 0.09% 101
2024
Q1 		$497K Buy
15,793
+111
+0.7% +$3.54K 0.1% 101
2023
Q4 		$489K Buy
15,682
+160
+1% +$4.78K 0.09% 100
2023
Q3 		$468K Sell
15,522
-1,381
-8% -$42.2K 0.1% 93
2023
Q2 		$523K Buy
16,903
+114
+0.7% +$3.49K 0.12% 82
2023
Q1 		$524K Buy
16,789
+74
+0.4% +$2.38K 0.13% 80
2022
Q4 		$510K Sell
16,715
-4,986
-23% -$155K 0.12% 85
2022
Q3 		$687K Sell
21,701
-1,416
-6% -$47.5K 0.18% 73
2022
Q2 		$760K Buy
23,117
+74
+0.3% +$2.5K 0.19% 74
2022
Q1 		$839K Buy
+23,043
New +$847K 0.19% 77

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PFF Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.5% in Q3 2026, buying an estimated $31.8K and bringing the position to 17,083 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #97.

Allen Mooney & Barnes Investment Advisors first reported a position in PFF in Q1 2022 and has held it in 19 quarters since. The position peaked at $839K in Q1 2022. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 17,083 shares of iShares Preferred and Income Securities ETF worth $504K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,048 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $31.8K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #97 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $839K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.