ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 367 Value ($000) $37 Avg Close — Range —
Q3 2025
Shares 374 Value ($000) $38 Avg Close — Range —
Q2 2025
Shares 1,079 Value ($000) $107 Avg Close — Range —
Q1 2025
Shares 634 Value ($000) $63 Avg Close — Range —
Q4 2024
Shares 712 Value ($000) $69 Avg Close — Range —
Q3 2024
Shares 511 Value ($000) $52 Avg Close — Range —
Q2 2024
Shares 243 Value ($000) $24 Avg Close — Range —
Q1 2024
Shares 241 Value ($000) $24 Avg Close — Range —
Q4 2023
Shares 1,389 Value ($000) $138 Avg Close — Range —
Q3 2023
Shares 1,419 Value ($000) $133 Avg Close — Range —
Q2 2023
Shares 1,417 Value ($000) $139 Avg Close — Range —
Q1 2023
Shares 1,415 Value ($000) $141 Avg Close — Range —
Q4 2022
Shares 1,414 Value ($000) $137 Avg Close — Range —
Q2 2022
Shares 1,978 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 1,977 Value ($000) $212 Avg Close — Range —
Q4 2021
Shares 808 Value ($000) $92 Avg Close — Range —
Q2 2021
Shares 38 Value ($000) $4 Avg Close — Range —
Q1 2021
Shares 38 Value ($000) $4 Avg Close — Range —