Gerber Kawasaki Wealth & Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$6.04M	Sell	198,109 -5,124	-3%	-$160K	0.16%	82
2026 Q1	$6.16M	Sell	203,233 -22,279	-10%	-$698K	0.2%	74
2025 Q4	$6.98M	Buy	225,512 +8,025	+4%	+$250K	0.24%	69
2025 Q3	$6.88M	Buy	217,487 +83	+0%	+$2.61K	0.24%	68
2025 Q2	$6.67M	Sell	217,404 -50,126	-19%	-$1.51M	0.26%	68
2025 Q1	$8.22M	Sell	267,530 -5,387	-2%	-$170K	0.37%	55
2024 Q4	$8.58M	Buy	272,917 +21,318	+8%	+$696K	0.37%	54
2024 Q3	$8.36M	Buy	251,599 +33,322	+15%	+$1.07M	0.38%	56
2024 Q2	$6.89M	Buy	218,277 +26,483	+14%	+$834K	0.34%	60
2024 Q1	$6.18M	Buy	191,794 +36,371	+23%	+$1.16M	0.33%	61
2023 Q4	$4.85M	Sell	155,423 -16,849	-10%	-$503K	0.29%	64
2023 Q3	$5.19M	Buy	172,272 +2,530	+1%	+$77.3K	0.35%	56
2023 Q2	$5.25M	Buy	169,742 +56,901	+50%	+$1.74M	0.35%	58
2023 Q1	$3.52M	Buy	112,841 +31,943	+39%	+$1.03M	0.28%	69
2022 Q4	$2.47M	Buy	80,898 +60,689	+300%	+$1.89M	0.22%	81
2022 Q3	$640K	Buy	20,209 +2,600	+15%	+$87.2K	0.06%	136
2022 Q2	$612K	Sell	17,609 -24,000	-58%	-$812K	0.06%	147
2022 Q1	$1.51M	Sell	41,609 -12,470	-23%	-$459K	0.12%	90
2021 Q4	$2.13M	Buy	54,079 +54,068	+491,527%	+$2.1M	0.17%	83
2021 Q3	$11K	Sell	11 -9,568	-100%	-$375K	﹤0.01%	622
2021 Q2	$376K	Buy	9,579 +560	+6%	+$21.7K	0.04%	167
2021 Q1	$346K	Buy	9,019 +689	+8%	+$26.1K	0.04%	158
2020 Q4	$320K	Buy	+8,330	New	+$311K	0.04%	136
2020 Q3	–	Sell	-7,843	Closed	-$271K	–	146
2020 Q2	$271K	Buy	7,843 +793	+11%	+$27K	0.06%	111
2020 Q1	$224K	Buy	7,050 +1,550	+28%	+$55.6K	0.06%	110
2019 Q4	$206K	Buy	+5,500	New	+$205K	0.05%	119

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PFF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.5% in Q2 2026, selling an estimated $160K and leaving 198,109 shares worth $6.04M. The position accounts for 0.16% of the portfolio, ranked #82.

Gerber Kawasaki Wealth & Investment Management first reported a position in PFF in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.58M in Q4 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 198,109 shares of iShares Preferred and Income Securities ETF worth $6.04M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 5,124 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $160K.
iShares Preferred and Income Securities ETF made up 0.16% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #82 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 26 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares Preferred and Income Securities ETF position peaked at $8.58M in Q4 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.