MMBG Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MMBG Investment Advisors’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	$2.23M	Hold	73,205	–	–	0.18%	71
2026 Q1	$2.22M	Hold	73,205	–	–	0.2%	65
2025 Q4	$2.27M	Buy	73,205 +39,450	+117%	+$1.23M	0.19%	68
2025 Q3	$1.07M	Hold	33,755	–	–	0.09%	100
2025 Q2	$1.04M	Hold	33,755	–	–	0.1%	93
2025 Q1	$1.04M	Hold	33,755	–	–	0.12%	86
2024 Q4	$1.06M	Hold	33,755	–	–	0.11%	86
2024 Q3	$1.12M	Hold	33,755	–	–	0.12%	83
2024 Q2	$1.06M	Hold	33,755	–	–	0.11%	82
2024 Q1	$1.08M	Hold	33,755	–	–	0.11%	84
2023 Q4	$1.05M	Hold	33,755	–	–	0.12%	81
2023 Q3	$1.02M	Hold	33,755	–	–	0.13%	81
2023 Q2	$1.04M	Hold	33,755	–	–	0.13%	83
2023 Q1	$1.05M	Hold	33,755	–	–	0.13%	82
2022 Q4	$1.03M	Sell	33,755 -10	-0%	-$311	0.14%	85
2022 Q3	$1.07M	Hold	33,765	–	–	0.14%	82
2022 Q2	$1.11M	Hold	33,765	–	–	0.14%	83
2022 Q1	$1.23M	Sell	33,765 -18,000	-35%	-$662K	0.13%	81
2021 Q4	$2.04M	Buy	+51,765	New	+$2.01M	0.2%	69

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 22.9% 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

MMBG Investment Advisors's PFF Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 73,205 shares worth $2.23M. The position accounts for 0.18% of the portfolio, ranked #71.

MMBG Investment Advisors first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q4 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

MMBG Investment Advisors held 73,205 shares of iShares Preferred and Income Securities ETF worth $2.23M as of Q2 2026.
MMBG Investment Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.18% of MMBG Investment Advisors's portfolio in Q2 2026, its #71 holding.
MMBG Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $2.27M in Q4 2025.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.