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AM Investment Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

AM Investment Strategies’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 		$428K Buy
14,053
+99
+0.7% +$3.08K 0.08% 79
2026
Q1 		$423K Buy
13,954
+48
+0.3% +$1.5K 0.09% 80
2025
Q4 		$431K Buy
13,906
+133
+1% +$4.14K 0.09% 80
2025
Q3 		$435K Buy
13,773
+112
+0.8% +$3.52K 0.09% 79
2025
Q2 		$419K Buy
13,661
+119
+0.9% +$3.58K 0.1% 81
2025
Q1 		$416K Sell
13,542
-13,449
-50% -$424K 0.1% 76
2024
Q4 		$849K Buy
26,991
+183
+0.7% +$5.97K 0.21% 57
2024
Q3 		$891K Buy
26,808
+179
+0.7% +$5.76K 0.22% 56
2024
Q2 		$840K Buy
26,629
+196
+0.7% +$6.17K 0.21% 59
2024
Q1 		$852K Buy
26,433
+115
+0.4% +$3.67K 0.22% 58
2023
Q4 		$821K Buy
26,318
+8,980
+52% +$268K 0.23% 54
2023
Q3 		$523K Buy
17,338
+94
+0.5% +$2.87K 0.17% 58
2023
Q2 		$533K Buy
17,244
+501
+3% +$15.3K 0.17% 58
2023
Q1 		$523K Buy
16,743
+68
+0.4% +$2.18K 0.18% 57
2022
Q4 		$509K Sell
16,675
-4,101
-20% -$128K 0.18% 57
2022
Q3 		$658K Buy
20,776
+84
+0.4% +$2.82K 0.24% 49
2022
Q2 		$680K Sell
20,692
-5,736
-22% -$194K 0.24% 51
2022
Q1 		$963K Buy
26,428
+42
+0.2% +$1.54K 0.26% 49
2021
Q4 		$1.04M Buy
26,386
+89
+0.3% +$3.46K 0.25% 49
2021
Q3 		$1.02M Buy
26,297
+68
+0.3% +$2.67K 0.27% 44
2021
Q2 		$1.03M Buy
26,229
+70
+0.3% +$2.71K 0.27% 49
2021
Q1 		$1M Sell
26,159
-54,069
-67% -$2.05M 0.28% 44
2020
Q4 		$3.09M Sell
80,228
-4,975
-6% -$186K 0.95% 22
2020
Q3 		$3.11M Buy
+85,203
New +$3.07M 1.09% 19

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

AM Investment Strategies's PFF Position: Q2 2026 in Review

AM Investment Strategies increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.71% in Q2 2026, buying an estimated $3.08K and bringing the position to 14,053 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #79.

AM Investment Strategies first reported a position in PFF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.11M in Q3 2020. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • AM Investment Strategies held 14,053 shares of iShares Preferred and Income Securities ETF worth $428K as of Q2 2026.
  • AM Investment Strategies bought 99 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.08K.
  • iShares Preferred and Income Securities ETF made up 0.08% of AM Investment Strategies's portfolio in Q2 2026, its #79 holding.
  • AM Investment Strategies first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's iShares Preferred and Income Securities ETF position peaked at $3.11M in Q3 2020.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.