CIA
Concurrent Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
96,260
+15,313
| +19% | +$470K | 0.06% | 327 |
|
|
2025
Q1 | $2.49M | Buy |
80,947
+2,231
| +3% | +$68.6K | 0.06% | 324 |
|
|
2024
Q4 | $2.47M | Buy |
78,716
+5,544
| +8% | +$174K | 0.07% | 279 |
|
|
2024
Q3 | $2.43M | Buy |
73,172
+8,039
| +12% | +$267K | 0.07% | 262 |
|
|
2024
Q2 | $2.05M | Buy |
65,133
+12,843
| +25% | +$405K | 0.07% | 269 |
|
|
2024
Q1 | $1.69M | Buy |
52,290
+22,268
| +74% | +$718K | 0.07% | 272 |
|
|
2023
Q4 | $936K | Buy |
+30,022
| New | +$936K | 0.04% | 346 |
|