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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
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
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 $424B AUM 22.96% 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

Gerber Kawasaki Wealth & Investment Management's PFF Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 9.9% in Q1 2026, selling an estimated $698K and leaving 203,233 shares worth $6.16M. The position accounts for 0.2% of the portfolio, ranked #74.

Gerber Kawasaki Wealth & Investment Management first reported a position in PFF in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.58M in Q4 2024. 967 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 203,233 shares of iShares Preferred and Income Securities ETF worth $6.16M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 22,279 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $698K.
  • iShares Preferred and Income Securities ETF made up 0.2% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #74 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 25 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares Preferred and Income Securities ETF position peaked at $8.58M in Q4 2024.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.