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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
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

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PFF Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.73% in Q2 2026, buying an estimated $3.61K and bringing the position to 16,035 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #101.

Allen Mooney & Barnes Investment Advisors first reported a position in PFF in Q1 2022 and has held it in 18 quarters since. The position peaked at $839K in Q1 2022. 416 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 16,035 shares of iShares Preferred and Income Securities ETF worth $489K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 116 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.61K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #101 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 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $839K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.