Raab & Moskowitz Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Raab & Moskowitz Asset 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 Q2	–	Sell	-7,546	Closed	-$229K	–	201
2026 Q1	$229K	Sell	7,546 -2,216	-23%	-$69.4K	0.05%	180
2025 Q4	$302K	Sell	9,762 -4,029	-29%	-$125K	0.07%	168
2025 Q3	$436K	Sell	13,791 -1,243	-8%	-$39.1K	0.1%	144
2025 Q2	$461K	Sell	15,034 -2,960	-16%	-$89.1K	0.11%	138
2025 Q1	$553K	Sell	17,994 -906	-5%	-$28.6K	0.14%	118
2024 Q4	$594K	Sell	18,900 -1,237	-6%	-$40.4K	0.15%	112
2024 Q3	$669K	Sell	20,137 -1,422	-7%	-$45.8K	0.17%	106
2024 Q2	$680K	Sell	21,559 -230	-1%	-$7.24K	0.18%	103
2024 Q1	$702K	Buy	21,789 +2,121	+11%	+$67.6K	0.2%	98
2023 Q4	$613K	Sell	19,668 -2,974	-13%	-$88.8K	0.19%	99
2023 Q3	$683K	Buy	22,642 +3,213	+17%	+$98.2K	0.24%	93
2023 Q2	$601K	Buy	19,429 +2,697	+16%	+$82.5K	0.21%	95
2023 Q1	$522K	Buy	+16,732	New	+$537K	0.19%	104
2022 Q3	–	Sell	-8,068	Closed	-$265K	–	159
2022 Q2	$265K	Buy	+8,068	New	+$273K	0.1%	138
2021 Q3	–	Sell	-5,948	Closed	-$234K	–	163
2021 Q2	$234K	Sell	5,948 -58	-1%	-$2.25K	0.09%	147
2021 Q1	$230K	Hold	6,006	–	–	0.09%	139
2020 Q4	$231K	Buy	+6,006	New	+$224K	0.09%	136
2020 Q1	–	Sell	-7,909	Closed	-$297K	–	405
2019 Q4	$297K	Sell	7,909 -450	-5%	-$16.8K	0.12%	130
2019 Q3	$313K	Buy	+8,359	New	+$311K	0.14%	130
2018 Q4	–	Sell	-927	Closed	-$34K	–	404
2018 Q3	$34K	Buy	+927	New	+$34.8K	0.01%	292
2017 Q4	–	Sell	-5,236	Closed	-$201K	–	147
2017 Q3	$201K	Hold	5,236	–	–	0.1%	142
2017 Q2	$202K	Buy	+5,236	New	+$204K	0.1%	140
2015 Q1	–	Sell	-266	Closed	-$10K	–	304
2014 Q4	$10K	Buy	+266	New	+$10.5K	0.01%	333

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

Raab & Moskowitz Asset Management's PFF Position: Q2 2026 in Review

Raab & Moskowitz Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,546 shares — an estimated $229K sold.

Raab & Moskowitz Asset Management first reported a position in PFF in Q4 2014 and held it in 23 quarters. The position peaked at $702K in Q1 2024. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Raab & Moskowitz Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 7,546 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $229K.
Raab & Moskowitz Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 23 quarters.
Raab & Moskowitz Asset Management's iShares Preferred and Income Securities ETF position peaked at $702K in Q1 2024.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.