Synergy Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Synergy Investment 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	$38.9K	Hold	1,276	–	–	0.01%	419
2026 Q1	$38.7K	Buy	+1,276	New	+$40K	0.01%	316
2025 Q2	–	Sell	-1,198	Closed	-$36.8K	–	426
2025 Q1	$36.8K	Sell	1,198 -427	-26%	-$13.5K	0.02%	259
2024 Q4	$51.1K	Buy	+1,625	New	+$53.1K	0.02%	235

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

Synergy Investment Management's PFF Position: Q2 2026 in Review

Synergy Investment Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 1,276 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #419.

Synergy Investment Management first reported a position in PFF in Q4 2024 and has held it in 4 quarters since. The position peaked at $51.1K in Q4 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Synergy Investment Management held 1,276 shares of iShares Preferred and Income Securities ETF worth $38.9K as of Q2 2026.
Synergy Investment Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #419 holding.
Synergy Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares Preferred and Income Securities ETF position peaked at $51.1K in Q4 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.