PFF — ISHARES TR

Ownership history in Carson Advisory Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory 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
1.05% (2024 Q4)
Avg. % of fund
0.68%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 50,150 -2,300 -4.4% 0.81% $1.6M $30.76
2025 Q3 ADDED 52,450 +1,950 +3.9% 0.89% $1.7M $30.83
2025 Q2 ADDED 50,500 +550 +1.1% 0.98% $1.5M $29.44
2025 Q1 ADDED 49,950 +2,100 +4.4% 1.03% $1.5M $28.98
7 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% BARD ASSOCIATES INC 3Y 7Y 5.52% 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%
← Back to Carson Advisory Inc. Holdings