Byrne Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Byrne Asset Management’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 Q3	$9.57K	Sell	325 -100	-24%	-$3.03K	0.01%	451
2026 Q2	$13K	Hold	425	–	–	0.01%	407
2026 Q1	$12.9K	Hold	425	–	–	0.01%	398
2025 Q4	$13.2K	Hold	425	–	–	0.01%	396
2025 Q3	$13.4K	Sell	425 -50	-11%	-$1.57K	0.01%	382
2025 Q2	$14.6K	Hold	475	–	–	0.01%	367
2025 Q1	$14.6K	Hold	475	–	–	0.01%	372
2024 Q4	$14.9K	Hold	475	–	–	0.01%	336
2024 Q3	$15.8K	Hold	475	–	–	0.01%	337
2024 Q2	$15K	Hold	475	–	–	0.01%	322
2024 Q1	$15.3K	Hold	475	–	–	0.01%	326
2023 Q4	$14.9K	Hold	475	–	–	0.01%	322
2023 Q3	$14K	Hold	475	–	–	0.01%	311
2023 Q2	$15K	Sell	475 -50	-10%	-$1.53K	0.01%	362
2023 Q1	$16K	Hold	525	–	–	0.01%	341
2022 Q4	$16K	Hold	525	–	–	0.01%	340
2022 Q3	$17K	Hold	525	–	–	0.01%	315
2022 Q2	$17K	Hold	525	–	–	0.01%	309
2022 Q1	$19K	Hold	525	–	–	0.01%	314
2021 Q4	$21K	Buy	+525	New	+$20.4K	0.01%	286

Other funds holding PFF

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Byrne Asset Management's PFF Position: Q3 2026 in Review

Byrne Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 24% in Q3 2026, selling an estimated $3.03K and leaving 325 shares worth $9.57K. The position accounts for 0.01% of the portfolio, ranked #451.

Byrne Asset Management first reported a position in PFF in Q4 2021 and has held it in 20 quarters since. The position peaked at $21K in Q4 2021. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Byrne Asset Management held 325 shares of iShares Preferred and Income Securities ETF worth $9.57K as of Q3 2026.
Byrne Asset Management sold 100 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $3.03K.
iShares Preferred and Income Securities ETF made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #451 holding.
Byrne Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 20 quarters since.
Byrne Asset Management's iShares Preferred and Income Securities ETF position peaked at $21K in Q4 2021.
57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.