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 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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return