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Raab & Moskowitz Asset Management LLC Historic Quarter Change: USA Preferred Shares, Reduced

Raab & Moskowitz Asset Management LLC historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, Raab & Moskowitz Asset Management LLC opened 2 positions, added to 2, reduced 11 and sold out of 2.

  • Q1 2026: Stock BAPRA; Country of operation United States; Class DEP CONV PFD A; Shares before 6,859.
  • Q1 2026: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 9,762.
  • Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 13,791.
  • Q4 2025: Stock BAPRA; Country of operation United States; Class DEP CONV PFD A; Shares before 7,097.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1616664), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-11-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026BAPRA
BOEING CO
United StatesDEP CONV PFD A6,8595,803-1,056$473,683$376,499-$97,1842026-05-21
Q1 2026PFF
ISHARES TR
PFD AND INCM SEC9,7627,546-2,216$302,219$228,795-$73,4242026-05-21
Q4 2025PFF
ISHARES TR
PFD AND INCM SEC13,7919,762-4,029$436,059$302,219-$133,8402026-01-20
Q4 2025BAPRA
BOEING CO
United StatesDEP CONV PFD A7,0976,859-238$493,738$473,683-$20,0552026-01-20
Q3 2025PFF
ISHARES TR
PFD AND INCM SEC15,03413,791-1,243$461,231$436,059-$25,1722025-11-18
Q2 2025BAPRA
BOEING CO
United StatesDEP CONV PFD A12,1977,097-5,100$729,747$482,596-$247,1512025-08-13
Q2 2025PFF
ISHARES TR
PFD AND INCM SEC17,99415,034-2,960$552,943$461,231-$91,7122025-08-13
Q1 2025PFF
ISHARES TR
PFD AND INCM SEC18,90017,994-906$594,216$552,943-$41,2732025-05-15
Q4 2024PFF
ISHARES TR
PFD AND INCM SEC20,13718,900-1,237$669,167$594,216-$74,9512025-01-29
Q3 2024PFF
ISHARES TR
PFD AND INCM SEC21,55920,137-1,422$680,216$669,167-$11,0492024-11-15
Q2 2024PFF
ISHARES TR
PFD AND INCM SEC21,78921,559-230$702,274$680,216-$22,0582024-08-15

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