PFF β€” ISHARES TR

Ownership history in Vigilare Wealth Management  Β·  14 quarters on record

AI Ownership Summary

Vigilare Wealth Management reported ISHARES TR (PFF) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q2. The latest visible filing shows PFF at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vigilare Wealth Management's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFF was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vigilare Wealth Management held PFF β€” position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,274 -17,220 -67.5% 0.08% $251K 2026-05-15 (Est.) $30.36
2025 Q4 REDUCED 25,494 -4,064 -13.7% 0.27% $789K 2026-01-07 $31.06
2025 Q3 ADDED 29,558 +11,466 +63.4% 0.32% $935K 2025-10-01 $30.97
2025 Q2 ADDED 18,092 +5,324 +41.7% 0.22% $556K 2025-07-18 $29.94
2024 Q4 REDUCED 12,768 -17,797 -58.2% 0.16% $401K 2025-01-13 $28.72
2024 Q3 REDUCED 30,565 -275 -0.9% 0.41% $1.0M 2024-10-29 $30.07
2024 Q2 ADDED 30,840 +12,475 +67.9% 0.43% $973K 2024-07-15 $28.76
2024 Q1 UNCHANGED 18,365 β€” 0% 0.29% $592K 2024-04-26 $27.60
2023 Q4 ADDED 18,365 +11,744 +177.4% 0.29% $573K 2024-01-08 $27.41
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Vigilare Wealth Management and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vigilare Wealth Management reported owning PFF?

Vigilare Wealth Management reported PFF across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PFF position in Vigilare Wealth Management's portfolio?

The largest reported portfolio weight for PFF was 0.43% in 2024 Q2.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2026 Q1, when Vigilare Wealth Management reported 8,274 shares, equal to 0.08% of portfolio, with an estimated market value of $251K.

What does the chart on this PFF ownership page compare?

The chart compares Vigilare Wealth Management's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Vigilare Wealth Management Holdings