Angeles Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Angeles 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	$6.1K	Hold	200	–	–	﹤0.01%	31
2026 Q1	$6.06K	Hold	200	–	–	﹤0.01%	31
2025 Q4	$6.19K	Hold	200	–	–	﹤0.01%	27
2025 Q3	$6.32K	Sell	200 -200	-50%	-$6.29K	﹤0.01%	30
2025 Q2	$12.3K	Buy	400 +200	+100%	+$6.02K	﹤0.01%	30
2025 Q1	$6.15K	Hold	200	–	–	﹤0.01%	30
2024 Q4	$6.29K	Hold	200	–	–	﹤0.01%	195
2024 Q3	$6.65K	Hold	200	–	–	﹤0.01%	217
2024 Q2	$6.31K	Hold	200	–	–	﹤0.01%	212
2024 Q1	$6.45K	Hold	200	–	–	﹤0.01%	220
2023 Q4	$6.24K	Hold	200	–	–	﹤0.01%	198
2023 Q3	$6.03K	Hold	200	–	–	﹤0.01%	183
2023 Q2	$6.19K	Hold	200	–	–	﹤0.01%	160
2023 Q1	$6.24K	Hold	200	–	–	﹤0.01%	155
2022 Q4	$6.11K	Hold	200	–	–	﹤0.01%	111
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	47
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	110
2022 Q1	$7K	Sell	200 -224,307	-100%	-$8.25M	﹤0.01%	120
2021 Q4	$8.85M	Buy	224,507 +3,578	+2%	+$139K	0.44%	25
2021 Q3	$8.57M	Sell	220,929 -913,208	-81%	-$35.8M	0.5%	25
2021 Q2	$44.6M	Buy	1,134,137 +914,601	+417%	+$35.4M	2.79%	8
2021 Q1	$8.43M	Buy	219,536 +9,490	+5%	+$360K	0.66%	14
2020 Q4	$8.09M	Buy	210,046 +15,635	+8%	+$584K	0.82%	12
2020 Q3	$7.09M	Buy	194,411 +20,141	+12%	+$725K	0.89%	10
2020 Q2	$6.04M	Buy	174,270 +7,220	+4%	+$246K	0.86%	14
2020 Q1	$5.79M	Buy	167,050 +31,125	+23%	+$1.12M	1.56%	9
2019 Q4	$5.11M	Sell	135,925 -8,270	-6%	-$309K	1.03%	4
2019 Q3	$5.41M	Buy	144,195 +15,380	+12%	+$572K	1.17%	4
2019 Q2	$4.75M	Buy	128,815 +7,590	+6%	+$278K	1.17%	7
2019 Q1	$4.43M	Buy	121,225 +35,025	+41%	+$1.26M	4.21%	5
2018 Q4	$2.95M	Buy	+86,200	New	+$3.05M	2.56%	9

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Angeles Investment Advisors's PFF Position: Q2 2026 in Review

Angeles Investment Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 200 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #31.

Angeles Investment Advisors first reported a position in PFF in Q4 2018 and has held it in 31 quarters since. The position peaked at $44.6M in Q2 2021. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Angeles Investment Advisors held 200 shares of iShares Preferred and Income Securities ETF worth $6.1K as of Q2 2026.
Angeles Investment Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Angeles Investment Advisors's portfolio in Q2 2026, its #31 holding.
Angeles Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 31 quarters since.
Angeles Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $44.6M in Q2 2021.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.