ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 97 Value ($000) $11 Avg Close Range
Q3 2025
Shares 96 Value ($000) $11 Avg Close Range
Q2 2025
Shares 95 Value ($000) $10 Avg Close Range
Q1 2025
Shares 167 Value ($000) $19 Avg Close Range
Q4 2024
Shares 167 Value ($000) $18 Avg Close Range
Q3 2024
Shares 383 Value ($000) $42 Avg Close Range
Q2 2024
Shares 410 Value ($000) $44 Avg Close Range
Q1 2024
Shares 1,296 Value ($000) $139 Avg Close Range
Q4 2023
Shares 1,452 Value ($000) $156 Avg Close Range
Q3 2023
Shares 2,286 Value ($000) $237 Avg Close Range
Q2 2023
Shares 2,451 Value ($000) $264 Avg Close Range
Q1 2023
Shares 2,326 Value ($000) $256 Avg Close Range
Q4 2022
Shares 2,476 Value ($000) $264 Avg Close Range
Q3 2022
Shares 2,475 Value ($000) $260 Avg Close Range
Q2 2022
Shares 8,240 Value ($000) $939 Avg Close Range
Q1 2022
Shares 7,462 Value ($000) $930 Avg Close Range
Q4 2021
Shares 8,064 Value ($000) $1,042 Avg Close Range
Q3 2021
Shares 5,874 Value ($000) $750 Avg Close Range
Q2 2021
Shares 5,951 Value ($000) $762 Avg Close Range
Q1 2021
Shares 156 Value ($000) $20 Avg Close Range
Q4 2020
Shares 71 Value ($000) $9 Avg Close Range