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

Barry 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
2025 Q2	–	Sell	-16,235	Closed	-$499K	–	109
2025 Q1	$499K	Sell	16,235 -757	-4%	-$23.9K	0.13%	68
2024 Q4	$534K	Sell	16,992 -753	-4%	-$24.6K	0.17%	66
2024 Q3	$590K	Buy	17,745 +79	+0.4%	+$2.54K	0.18%	62
2024 Q2	$557K	Sell	17,666 -2,103	-11%	-$66.2K	0.19%	67
2024 Q1	$637K	Sell	19,769 -675	-3%	-$21.5K	0.21%	57
2023 Q4	$638K	Buy	+20,444	New	+$611K	0.22%	57
2019 Q2	–	Sell	-7,385	Closed	-$270K	–	73
2019 Q1	$270K	Hold	7,385	–	–	0.08%	62
2018 Q4	$253K	Buy	7,385 +550	+8%	+$19.5K	0.09%	65
2018 Q3	$254K	Hold	6,835	–	–	0.09%	63
2018 Q2	$258K	Hold	6,835	–	–	0.1%	62
2018 Q1	$257K	Hold	6,835	–	–	0.1%	60
2017 Q4	$260K	Hold	6,835	–	–	0.1%	61
2017 Q3	$265K	Hold	6,835	–	–	0.1%	61
2017 Q2	$268K	Hold	6,835	–	–	0.1%	57
2017 Q1	$265K	Buy	+6,835	New	+$261K	0.1%	58

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 22.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barry Investment Advisors's PFF Position: Q2 2025 in Review

Barry Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 16,235 shares — an estimated $499K sold.

Barry Investment Advisors first reported a position in PFF in Q1 2017 and held it in 15 quarters. The position peaked at $638K in Q4 2023. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Barry Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Barry Investment Advisors sold 16,235 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $499K.
Barry Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 15 quarters.
Barry Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $638K in Q4 2023.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Barry Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.