Concurrent Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.25M	Sell	107,098 -1,147	-1%	-$35.9K	0.04%	471
2025 Q4	$3.35M	Sell	108,245 -639	-0.6%	-$19.9K	0.04%	426
2025 Q3	$3.44M	Buy	108,884 +12,624	+13%	+$397K	0.06%	320
2025 Q2	$2.95M	Buy	96,260 +15,313	+19%	+$461K	0.06%	329
2025 Q1	$2.49M	Buy	80,947 +2,231	+3%	+$70.3K	0.06%	326
2024 Q4	$2.47M	Buy	78,716 +5,544	+8%	+$181K	0.07%	281
2024 Q3	$2.43M	Buy	73,172 +8,039	+12%	+$259K	0.07%	264
2024 Q2	$2.05M	Buy	65,133 +12,843	+25%	+$404K	0.07%	272
2024 Q1	$1.69M	Buy	52,290 +22,268	+74%	+$710K	0.07%	273
2023 Q4	$936K	Buy	+30,022	New	+$897K	0.04%	347