ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q4 2025
Shares 143 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 143 Value ($000) $16 Avg Close — Range —
Q2 2025
Shares 2,095 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 2,137 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 2,125 Value ($000) $227 Avg Close — Range —
Q3 2024
Shares 2,101 Value ($000) $237 Avg Close — Range —
Q2 2024
Shares 2,307 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 2,285 Value ($000) $249 Avg Close — Range —
Q4 2023
Shares 2,272 Value ($000) $251 Avg Close — Range —
Q3 2023
Shares 2,453 Value ($000) $250 Avg Close — Range —
Q2 2023
Shares 2,499 Value ($000) $270 Avg Close — Range —
Q1 2023
Shares 2,520 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 2,644 Value ($000) $279 Avg Close — Range —
Q3 2022
Shares 3,661 Value ($000) $375 Avg Close — Range —
Q2 2022
Shares 3,626 Value ($000) $399 Avg Close — Range —
Q1 2022
Shares 3,728 Value ($000) $451 Avg Close — Range —
Q4 2021
Shares 4,365 Value ($000) $578 Avg Close — Range —
Q3 2021
Shares 704 Value ($000) $94 Avg Close — Range —
Q2 2021
Shares 1,627 Value ($000) $219 Avg Close — Range —
Q1 2021
Shares 3,740 Value ($000) $486 Avg Close — Range —
Q4 2020
Shares 16,999 Value ($000) $2,348 Avg Close — Range —