Concurrent Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Concurrent Investment Advisors's PFF Position: Q2 2026 in Review
Concurrent Investment Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q2 2026, buying an estimated $52.3K and bringing the position to 108,778 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #555.
Concurrent Investment Advisors first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q3 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Concurrent Investment Advisors held 108,778 shares of iShares Preferred and Income Securities ETF worth $3.32M as of Q2 2026.
- Concurrent Investment Advisors bought 1,680 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $52.3K.
- iShares Preferred and Income Securities ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #555 holding.
- Concurrent Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
- Concurrent Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $3.44M in Q3 2025.
- 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.