LOM 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
$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

LOM Asset Management's PFF Position: Q1 2026 in Review

LOM Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q1 2026, selling an estimated $157K and leaving 26,680 shares worth $809K. The position accounts for 0.23% of the portfolio, ranked #104.

LOM Asset Management first reported a position in PFF in Q2 2025 and has held it in 4 quarters since. The position peaked at $981K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • LOM Asset Management held 26,680 shares of iShares Preferred and Income Securities ETF worth $809K as of Q1 2026.
  • LOM Asset Management sold 5,000 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $157K.
  • iShares Preferred and Income Securities ETF made up 0.23% of LOM Asset Management's portfolio in Q1 2026, its #104 holding.
  • LOM Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's iShares Preferred and Income Securities ETF position peaked at $981K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.