Synergy Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Synergy Asset Management's PFF Position: Q2 2026 in Review
Synergy Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 13,852 shares — an estimated $420K sold.
Synergy Asset Management first reported a position in PFF in Q4 2024 and held it in 6 quarters. The position peaked at $786K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Synergy Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
- Synergy Asset Management sold 13,852 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $420K.
- Synergy Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 6 quarters.
- Synergy Asset Management's iShares Preferred and Income Securities ETF position peaked at $786K in Q3 2025.
- 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.