Moisand Fitzgerald Tamayo’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Moisand Fitzgerald Tamayo’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	$31.9K	Hold	1,046	–	–	﹤0.01%	243
2026 Q1	$31.7K	Hold	1,046	–	–	﹤0.01%	237
2025 Q4	$32.4K	Hold	1,046	–	–	﹤0.01%	238
2025 Q3	$33.1K	Sell	1,046 -1,384	-57%	-$43.5K	﹤0.01%	240
2025 Q2	$74.6K	Hold	2,430	–	–	0.01%	161
2025 Q1	$74.7K	Hold	2,430	–	–	0.01%	160
2024 Q4	$76.4K	Hold	2,430	–	–	0.01%	158
2024 Q3	$80.7K	Hold	2,430	–	–	0.01%	160
2024 Q2	$76.7K	Hold	2,430	–	–	0.01%	146
2024 Q1	$78.3K	Hold	2,430	–	–	0.01%	149
2023 Q4	$75.8K	Hold	2,430	–	–	0.01%	148
2023 Q3	$73.3K	Hold	2,430	–	–	0.02%	149
2023 Q2	$75.2K	Hold	2,430	–	–	0.02%	147
2023 Q1	$75.9K	Hold	2,430	–	–	0.02%	146
2022 Q4	$74.2K	Hold	2,430	–	–	0.02%	145
2022 Q3	$77K	Hold	2,430	–	–	0.02%	129
2022 Q2	$80K	Buy	2,430 +2,157	+790%	+$73K	0.02%	134
2022 Q1	$10K	Sell	273 -1,930	-88%	-$71K	﹤0.01%	184
2021 Q4	$87K	Hold	2,203	–	–	0.02%	116
2021 Q3	$85K	Hold	2,203	–	–	0.03%	115
2021 Q2	$87K	Hold	2,203	–	–	0.03%	117
2021 Q1	$85K	Hold	2,203	–	–	0.04%	105
2020 Q4	$85K	Buy	2,203 +1,384	+169%	+$51.7K	0.04%	105
2020 Q3	$30K	Buy	+819	New	+$29.5K	0.02%	140
2020 Q1	–	Sell	-271	Closed	-$10K	–	281
2019 Q4	$10K	Buy	+271	New	+$10.1K	0.01%	198

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

Moisand Fitzgerald Tamayo's PFF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 1,046 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Moisand Fitzgerald Tamayo first reported a position in PFF in Q4 2019 and has held it in 25 quarters since. The position peaked at $87K in Q4 2021. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,046 shares of iShares Preferred and Income Securities ETF worth $31.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #243 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 25 quarters since.
Moisand Fitzgerald Tamayo's iShares Preferred and Income Securities ETF position peaked at $87K in Q4 2021.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.