PFF — ISHARES TR

Ownership history in Stablepoint Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC 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
1.42% (2023 Q4)
Avg. % of fund
1.32%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 268,706 +1,068 +0.4% 1.30% $8.3M $30.76
2025 Q3 ADDED 267,638 +20,031 +8.1% 1.34% $8.5M $30.83
2025 Q2 ADDED 247,607 +8,697 +3.6% 1.29% $7.6M $29.44
2025 Q1 ADDED 238,910 +13,393 +5.9% 1.33% $7.3M $28.98
5 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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