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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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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. 230 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.
  • 230 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.