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

LOM 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	$631K	Sell	20,680 -6,000	-22%	-$187K	0.16%	118
2026 Q1	$809K	Sell	26,680 -5,000	-16%	-$157K	0.23%	104
2025 Q4	$981K	Buy	31,680 +8,690	+38%	+$271K	0.28%	97
2025 Q3	$727K	Sell	22,990 -7,000	-23%	-$220K	0.22%	107
2025 Q2	$920K	Buy	+29,990	New	+$903K	0.31%	92

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

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

LOM Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q2 2026, selling an estimated $187K and leaving 20,680 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #118.

LOM Asset Management first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $981K in Q4 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

LOM Asset Management held 20,680 shares of iShares Preferred and Income Securities ETF worth $631K as of Q2 2026.
LOM Asset Management sold 6,000 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $187K.
iShares Preferred and Income Securities ETF made up 0.16% of LOM Asset Management's portfolio in Q2 2026, its #118 holding.
LOM Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's iShares Preferred and Income Securities ETF position peaked at $981K in Q4 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.