ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 108,245 Value ($000) $3,351 Avg Close — Range —
Q3 2025
Shares 108,884 Value ($000) $3,443 Avg Close — Range —
Q2 2025
Shares 96,260 Value ($000) $2,953 Avg Close — Range —
Q1 2025
Shares 80,947 Value ($000) $2,488 Avg Close — Range —
Q4 2024
Shares 78,716 Value ($000) $2,475 Avg Close — Range —
Q3 2024
Shares 73,172 Value ($000) $2,432 Avg Close — Range —
Q2 2024
Shares 65,133 Value ($000) $2,055 Avg Close — Range —
Q1 2024
Shares 52,290 Value ($000) $1,685 Avg Close — Range —
Q4 2023
Shares 30,022 Value ($000) $936 Avg Close — Range —