ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 266 Value ($000) $8 Avg Close — Range —
Q3 2025
Shares 261 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 257 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 252 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 940 Value ($000) $30 Avg Close — Range —
Q3 2024
Shares 921 Value ($000) $31 Avg Close — Range —
Q2 2024
Shares 907 Value ($000) $29 Avg Close — Range —
Q1 2024
Shares 1,793 Value ($000) $58 Avg Close — Range —
Q4 2023
Shares 883 Value ($000) $28 Avg Close — Range —
Q3 2023
Shares 863 Value ($000) $26 Avg Close — Range —
Q2 2023
Shares 850 Value ($000) $26 Avg Close — Range —
Q1 2023
Shares 1,679 Value ($000) $52 Avg Close — Range —
Q4 2022
Shares 1,660 Value ($000) $51 Avg Close — Range —
Q2 2022
Shares 1,600 Value ($000) $53 Avg Close — Range —
Q1 2022
Shares 787 Value ($000) $29 Avg Close — Range —
Q4 2021
Shares 782 Value ($000) $31 Avg Close — Range —