Moser Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Moser Wealth 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
2025 Q2	$6.04M	Sell	197,023 -12,324	-6%	-$371K	2.9%	10
2025 Q1	$6.43M	Sell	209,347 -2,175	-1%	-$68.6K	3.37%	10
2024 Q4	$6.65M	Sell	211,522 -4,293	-2%	-$140K	3.46%	9
2024 Q3	$7.17M	Buy	215,815 +1,633	+0.8%	+$52.6K	3.72%	9
2024 Q2	$6.76M	Sell	214,182 -3,372	-2%	-$106K	3.67%	8
2024 Q1	$7.01M	Sell	217,554 -1,816	-0.8%	-$57.9K	3.91%	8
2023 Q4	$6.84M	Sell	219,370 -9,116	-4%	-$272K	4.37%	6
2023 Q3	$6.89M	Buy	228,486 +1,620	+0.7%	+$49.5K	4.84%	6
2023 Q2	$7.02M	Buy	+226,866	New	+$6.94M	4.72%	6
2022 Q4	$6.98M	Sell	228,781 -2,986	-1%	-$92.9K	5.27%	5
2022 Q3	$7.34M	Sell	231,767 -2,623	-1%	-$87.9K	5.74%	5
2022 Q2	$7.71M	Buy	234,390 +570	+0.2%	+$19.3K	5.73%	4
2022 Q1	$8.52M	Buy	233,820 +7,129	+3%	+$262K	5.32%	6
2021 Q4	$8.94M	Buy	226,691 +932	+0.4%	+$36.2K	5.4%	6
2021 Q3	$8.76M	Buy	225,759 +9,341	+4%	+$366K	5.6%	6
2021 Q2	$8.51M	Buy	216,418 +2,942	+1%	+$114K	5.48%	6
2021 Q1	$8.2M	Buy	213,476 +1,054	+0.5%	+$40K	5.76%	5
2020 Q4	$8.18M	Buy	212,422 +1,485	+0.7%	+$55.5K	6.03%	4
2020 Q3	$7.69M	Sell	210,937 -6,696	-3%	-$241K	6.11%	5
2020 Q2	$7.54M	Sell	217,633 -1,231	-0.6%	-$41.9K	7.19%	4
2020 Q1	$6.97M	Buy	218,864 +611	+0.3%	+$21.9K	8.09%	4
2019 Q4	$8.2M	Buy	+218,253	New	+$8.14M	7.88%	2

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moser Wealth Advisors's PFF Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.9% in Q2 2025, selling an estimated $371K and leaving 197,023 shares worth $6.04M. The position accounts for 2.9% of the portfolio, ranked #10.

Moser Wealth Advisors first reported a position in PFF in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.94M in Q4 2021. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Moser Wealth Advisors held 197,023 shares of iShares Preferred and Income Securities ETF worth $6.04M as of Q2 2025.
Moser Wealth Advisors sold 12,324 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $371K.
iShares Preferred and Income Securities ETF made up 2.9% of Moser Wealth Advisors's portfolio in Q2 2025, its #10 holding.
Moser Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $8.94M in Q4 2021.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.