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Moseley Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Moseley Investment 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
Q1 		$224K Sell
7,388
-10
-0.1% -$313 0.07% 148
2025
Q4 		$229K Sell
7,398
-965
-12% -$30.1K 0.07% 148
2025
Q3 		$264K Buy
8,363
+436
+6% +$13.7K 0.08% 141
2025
Q2 		$243K Sell
7,927
-667
-8% -$20.1K 0.08% 142
2025
Q1 		$264K Buy
8,594
+1,761
+26% +$55.5K 0.1% 123
2024
Q4 		$215K Buy
6,833
+7
+0.1% +$229 0.08% 142
2024
Q3 		$227K Buy
6,826
+191
+3% +$6.15K 0.09% 140
2024
Q2 		$209K Sell
6,635
-94
-1% -$2.96K 0.1% 140
2024
Q1 		$217K Buy
+6,729
New +$215K 0.11% 134
2022
Q2 		– Sell
-6,502
Closed -$237K – 163
2022
Q1 		$237K Sell
6,502
-2,655
-29% -$97.6K 0.13% 154
2021
Q4 		$361K Buy
9,157
+299
+3% +$11.6K 0.16% 133
2021
Q3 		$342K Buy
8,858
+1,649
+23% +$64.7K 0.17% 124
2021
Q2 		$284K Buy
7,209
+4
+0.1% +$155 0.14% 146
2021
Q1 		$277K Sell
7,205
-1,020
-12% -$38.7K 0.15% 136
2020
Q4 		$317K Sell
8,225
-2,655
-24% -$99.2K 0.18% 113
2020
Q3 		$397K Sell
10,880
-4,651
-30% -$167K 0.28% 86
2020
Q2 		$538K Buy
15,531
+545
+4% +$18.6K 0.45% 65
2020
Q1 		$477K Buy
14,986
+320
+2% +$11.5K 0.56% 59
2019
Q4 		$551K Buy
14,666
+4,505
+44% +$168K 0.54% 57
2019
Q3 		$381K Sell
10,161
-125
-1% -$4.65K 0.4% 73
2019
Q2 		$379K Buy
10,286
+22
+0.2% +$806 0.35% 81
2019
Q1 		$375K Buy
+10,264
New +$369K 0.39% 70

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Moseley Investment Management's PFF Position: Q1 2026 in Review

Moseley Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.14% in Q1 2026, selling an estimated $313 and leaving 7,388 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #148.

Moseley Investment Management first reported a position in PFF in Q1 2019 and has held it in 22 quarters since. The position peaked at $551K in Q4 2019. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Moseley Investment Management held 7,388 shares of iShares Preferred and Income Securities ETF worth $224K as of Q1 2026.
  • Moseley Investment Management sold 10 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $313.
  • iShares Preferred and Income Securities ETF made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #148 holding.
  • Moseley Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 22 quarters since.
  • Moseley Investment Management's iShares Preferred and Income Securities ETF position peaked at $551K in Q4 2019.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.