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

Everstar 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	$517K	Sell	16,943 -64	-0.4%	-$1.99K	0.25%	115
2026 Q1	$516K	Sell	17,007 -1,681	-9%	-$52.6K	0.27%	110
2025 Q4	$579K	Hold	18,688	–	–	0.31%	94
2025 Q3	$591K	Sell	18,688 -10	-0.1%	-$314	0.34%	100
2025 Q2	$574K	Buy	18,698 +1,743	+10%	+$52.5K	0.35%	94
2025 Q1	$521K	Sell	16,955 -3,400	-17%	-$107K	0.35%	89
2024 Q4	$640K	Sell	20,355 -550	-3%	-$18K	0.45%	56
2024 Q3	$695K	Buy	+20,905	New	+$673K	0.48%	57

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

Everstar Asset Management's PFF Position: Q2 2026 in Review

Everstar Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.38% in Q2 2026, selling an estimated $1.99K and leaving 16,943 shares worth $517K. The position accounts for 0.25% of the portfolio, ranked #115.

Everstar Asset Management first reported a position in PFF in Q3 2024 and has held it in 8 quarters since. The position peaked at $695K in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Everstar Asset Management held 16,943 shares of iShares Preferred and Income Securities ETF worth $517K as of Q2 2026.
Everstar Asset Management sold 64 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.99K.
iShares Preferred and Income Securities ETF made up 0.25% of Everstar Asset Management's portfolio in Q2 2026, its #115 holding.
Everstar Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares Preferred and Income Securities ETF position peaked at $695K in Q3 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.