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
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: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q1 2026, selling an estimated $22.8K and leaving 33,673 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #101.

Lodestar Private Asset Management first reported a position in PFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2022. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Lodestar Private Asset Management held 33,673 shares of iShares Preferred and Income Securities ETF worth $1.02M as of Q1 2026.
  • Lodestar Private Asset Management sold 729 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $22.8K.
  • iShares Preferred and Income Securities ETF made up 0.1% of Lodestar Private Asset Management's portfolio in Q1 2026, its #101 holding.
  • Lodestar Private Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 14 quarters since.
  • Lodestar Private Asset Management's iShares Preferred and Income Securities ETF position peaked at $1.17M in Q4 2022.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.