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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
34,250
+577
+2% +$18K 0.09% 112
2026
Q1
$1.02M Sell
33,673
-729
-2% -$22.8K 0.1% 101
2025
Q4
$1.07M Buy
34,402
+1,993
+6% +$62.1K 0.11% 99
2025
Q3
$1.02M Buy
32,409
+540
+2% +$17K 0.11% 101
2025
Q2
$978K Sell
31,869
-2,855
-8% -$85.9K 0.11% 99
2025
Q1
$1.07M Buy
34,724
+1,729
+5% +$54.5K 0.13% 96
2024
Q4
$1.04M Buy
32,995
+2,797
+9% +$91.3K 0.13% 94
2024
Q3
$1M Sell
30,198
-1,503
-5% -$48.4K 0.13% 97
2024
Q2
$1M Buy
31,701
+21
+0.1% +$661 0.14% 95
2024
Q1
$1.02M Sell
31,680
-96
-0.3% -$3.06K 0.15% 97
2023
Q4
$991K Sell
31,776
-2,689
-8% -$80.3K 0.15% 91
2023
Q3
$1.04M Buy
34,465
+11,017
+47% +$337K 0.18% 86
2023
Q2
$725K Sell
23,448
-12,043
-34% -$368K 0.12% 104
2023
Q1
$1.11M Sell
35,491
-2,917
-8% -$93.7K 0.2% 83
2022
Q4
$1.17M Buy
+38,408
New +$1.19M 0.22% 78

Other funds holding PFF

Lodestar Private Asset Management's PFF Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.7% in Q2 2026, buying an estimated $18K and bringing the position to 34,250 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #112.

Lodestar Private Asset Management first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2022. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Lodestar Private Asset Management held 34,250 shares of iShares Preferred and Income Securities ETF worth $1.04M as of Q2 2026.
  • Lodestar Private Asset Management bought 577 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $18K.
  • iShares Preferred and Income Securities ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #112 holding.
  • Lodestar Private Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's iShares Preferred and Income Securities ETF position peaked at $1.17M in Q4 2022.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.