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Brooks Moore & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Brooks Moore & Associates’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
Q1 		– Sell
-29,100
Closed -$901K – 112
2025
Q4 		$901K Buy
+29,100
New +$906K 0.44% 58
2022
Q2 		– Sell
-58,016
Closed -$2.11M – 94
2022
Q1 		$2.11M Sell
58,016
-11,116
-16% -$409K 1.3% 31
2021
Q4 		$2.73M Sell
69,132
-100
-0.1% -$3.89K 1.6% 27
2021
Q3 		$2.69M Sell
69,232
-300
-0.4% -$11.8K 1.76% 23
2021
Q2 		$2.73M Buy
69,532
+5,550
+9% +$215K 1.74% 23
2021
Q1 		$2.46M Buy
63,982
+4,200
+7% +$159K 1.66% 26
2020
Q4 		$2.3M Sell
59,782
-500
-0.8% -$18.7K 1.78% 23
2020
Q3 		$2.2M Buy
60,282
+2,350
+4% +$84.6K 1.89% 17
2020
Q2 		$2.01M Buy
57,932
+50
+0.1% +$1.7K 1.88% 19
2020
Q1 		$1.84M Buy
57,882
+1,450
+3% +$52K 1.96% 16
2019
Q4 		$2.12M Sell
56,432
-200
-0.4% -$7.46K 1.68% 22
2019
Q3 		$2.13M Buy
56,632
+400
+0.7% +$14.9K 1.8% 20
2019
Q2 		$2.07M Buy
56,232
+2,049
+4% +$75.1K 1.78% 20
2019
Q1 		$1.98M Buy
54,183
+10,000
+23% +$359K 1.81% 16
2018
Q4 		$1.51M Buy
+44,183
New +$1.57M 1.52% 25

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brooks Moore & Associates's PFF Position: Q1 2026 in Review

Brooks Moore & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 29,100 shares — an estimated $901K sold.

Brooks Moore & Associates first reported a position in PFF in Q4 2018 and held it in 15 quarters. The position peaked at $2.73M in Q2 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Brooks Moore & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Brooks Moore & Associates sold 29,100 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $901K.
  • Brooks Moore & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 15 quarters.
  • Brooks Moore & Associates's iShares Preferred and Income Securities ETF position peaked at $2.73M in Q2 2021.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.