Shulman DeMeo Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Shulman DeMeo 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	$3.37M	Sell	110,608 -383	-0.3%	-$11.9K	0.63%	13
2026 Q1	$3.37M	Sell	110,991 -5,077	-4%	-$159K	0.71%	13
2025 Q4	$3.59M	Sell	116,068 -1,773	-2%	-$55.2K	0.81%	11
2025 Q3	$3.73M	Sell	117,841 -123	-0.1%	-$3.87K	0.86%	11
2025 Q2	$3.62M	Sell	117,964 -2,025	-2%	-$61K	0.9%	11
2025 Q1	$3.69M	Sell	119,989 -593	-0.5%	-$18.7K	1.04%	10
2024 Q4	$3.79M	Sell	120,582 -3,877	-3%	-$127K	1.02%	10
2024 Q3	$4.14M	Sell	124,459 -276	-0.2%	-$8.88K	1.01%	12
2024 Q2	$3.94M	Sell	124,735 -820	-0.7%	-$25.8K	1.03%	10
2024 Q1	$4.05M	Sell	125,555 -992	-0.8%	-$31.6K	1.07%	9
2023 Q4	$3.95M	Sell	126,547 -440	-0.3%	-$13.1K	1.12%	9
2023 Q3	$3.83M	Sell	126,987 -117	-0.1%	-$3.58K	1.28%	8
2023 Q2	$3.93M	Sell	127,104 -1,021	-0.8%	-$31.2K	1.18%	9
2023 Q1	$4M	Sell	128,125 -3,731	-3%	-$120K	1.26%	9
2022 Q4	$4.03M	Sell	131,856 -1,761	-1%	-$54.8K	1.34%	10
2022 Q3	$4.23M	Sell	133,617 -516	-0.4%	-$17.3K	1.5%	8
2022 Q2	$4.41M	Sell	134,133 -892	-0.7%	-$30.2K	1.46%	8
2022 Q1	$4.92M	Sell	135,025 -896	-0.7%	-$32.9K	1.36%	9
2021 Q4	$5.36M	Sell	135,921 -4,872	-3%	-$189K	1.4%	9
2021 Q3	$5.46M	Buy	+140,793	New	+$5.52M	4.74%	6
2021 Q2	–	Sell	-144,775	Closed	-$5.56M	–	123
2021 Q1	$5.56M	Sell	144,775 -1,046	-0.7%	-$39.7K	1.52%	11
2020 Q4	$5.62M	Sell	145,821 -3,975	-3%	-$149K	1.6%	11
2020 Q3	$5.46M	Sell	149,796 -292	-0.2%	-$10.5K	1.82%	10
2020 Q2	$5.2M	Sell	150,088 -5,797	-4%	-$198K	2.01%	8
2020 Q1	$4.96M	Sell	155,885 -7,952	-5%	-$285K	2.31%	8
2019 Q4	$6.16M	Buy	163,837 +5,573	+4%	+$208K	2.14%	6
2019 Q3	$5.94M	Buy	158,264 +3,571	+2%	+$133K	1.99%	8
2019 Q2	$5.7M	Buy	154,693 +2,141	+1%	+$78.4K	2.1%	6
2019 Q1	$5.58M	Buy	+152,552	New	+$5.48M	2.12%	6

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

Shulman DeMeo Asset Management's PFF Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.35% in Q2 2026, selling an estimated $11.9K and leaving 110,608 shares worth $3.37M. The position accounts for 0.63% of the portfolio, ranked #13.

Shulman DeMeo Asset Management first reported a position in PFF in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.16M in Q4 2019. 971 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Shulman DeMeo Asset Management held 110,608 shares of iShares Preferred and Income Securities ETF worth $3.37M as of Q2 2026.
Shulman DeMeo Asset Management sold 383 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11.9K.
iShares Preferred and Income Securities ETF made up 0.63% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #13 holding.
Shulman DeMeo Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's iShares Preferred and Income Securities ETF position peaked at $6.16M in Q4 2019.
971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.