Concord Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Concord Wealth Partners's PFF Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 271 shares worth $8.27K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PFF as recently as Q4 2025.
Concord Wealth Partners first reported a position in PFF in Q4 2021 and has held it in 17 quarters since. The position peaked at $57.8K in Q1 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Concord Wealth Partners held 271 shares of iShares Preferred and Income Securities ETF worth $8.27K as of Q2 2026.
- iShares Preferred and Income Securities ETF was a new Concord Wealth Partners position in Q2 2026.
- iShares Preferred and Income Securities ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #596 holding.
- Concord Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 17 quarters since.
- Concord Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $57.8K in Q1 2024.
- 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.