ISHARES TR

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

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

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

Q4 2025
Shares 353,127 Value ($000) $35,270 Avg Close — Range —
Q3 2025
Shares 278,957 Value ($000) $27,965 Avg Close — Range —
Q2 2025
Shares 280,968 Value ($000) $27,872 Avg Close — Range —
Q1 2025
Shares 234,147 Value ($000) $23,162 Avg Close — Range —
Q4 2024
Shares 810,871 Value ($000) $78,573 Avg Close — Range —
Q3 2024
Shares 336,717 Value ($000) $34,099 Avg Close — Range —
Q2 2024
Shares 322,439 Value ($000) $31,299 Avg Close — Range —
Q1 2024
Shares 189,256 Value ($000) $18,536 Avg Close — Range —
Q4 2023
Shares 146,562 Value ($000) $14,546 Avg Close — Range —