PFF ISHARES TR

Ownership history in GDS Wealth Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which GDS Wealth Management 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
1.84% (2025 Q4)
Avg. % of fund
1.64%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 948,814 +109,081 +13.0% 1.84% $29.4M $30.76
2025 Q3 ADDED 839,733 +76,278 +10.0% 1.75% $26.6M $30.83
2025 Q2 ADDED 763,455 +62,792 +9.0% 1.71% $23.4M $29.44
2025 Q1 ADDED 700,663 +77,093 +12.4% 1.84% $21.5M $28.98
2024 Q4 ADDED 623,570 +64,975 +11.6% 1.79% $19.6M $29.33
2024 Q3 ADDED 558,595 +61,697 +12.4% 1.81% $18.6M $30.37
2024 Q2 ADDED 496,898 +70,276 +16.5% 1.72% $15.7M $28.39
2024 Q1 ADDED 426,622 +63,272 +17.4% 1.61% $13.8M $28.57
2023 Q4 ADDED 363,350 +53,431 +17.2% 1.53% $11.3M $27.35
2023 Q3 ADDED 309,919 +40,660 +15.1% 1.47% $9.3M $25.83
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFF price (monthly, adj. close)
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