PFF — ISHARES TR

Ownership history in BARD ASSOCIATES INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in ISHARES TR (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.52% (2025 Q4)
Avg. % of fund
2.04%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 693,974 +224,684 +47.9% 5.52% $21.5M $30.76
2025 Q3 ADDED 469,290 +248,216 +112.3% 3.94% $14.8M $30.83
2025 Q2 ADDED 221,074 +199,249 +912.9% 2.18% $6.8M $29.44
2025 Q1 ADDED 21,825 +1,432 +7.0% 0.25% $671K $28.98
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFF price (monthly, adj. close)

Other funds also holding PFF

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 10.79% Bramshill Investments, LLC 3Y 7Y 6.28% Risk Paradigm Group, LLC 3Y 7Y 5.58% SWAN Capital LLC 4.93% Capital Square, LLC 3Y 4.64% Cordoba Advisory Partners LLC 4.33% REDMONT WEALTH ADVISORS LLC 3Y 3.3% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.1% Sagace Wealth Management LLC 3.03% Ballast, Inc. 3Y 7Y 3.01%
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