PFF — ISHARES TR PFD AND INCM SEC

Ownership history in RMR Wealth Builders  ·  23 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in ISHARES TR PFD AND INCM SEC (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
0.27% (2020 Q3)
Avg. % of fund
0.11%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,776 +67 +1.0% 0.02% $214K $30.83
2025 Q2 ADDED 6,709 +46 +0.7% 0.02% $206K $29.44
2025 Q1 REDUCED 6,663 -1,020 -13.3% 0.02% $205K $28.98
2024 Q4 REDUCED 7,683 -469 -5.8% 0.03% $242K $29.33
19 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%
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