ISHARES TR

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

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

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

Q4 2025
Shares 19,361 Value ($000) $2,133 Avg Close — Range —
Q3 2025
Shares 19,320 Value ($000) $2,154 Avg Close — Range —
Q2 2025
Shares 19,655 Value ($000) $2,154 Avg Close — Range —
Q1 2025
Shares 13,883 Value ($000) $1,509 Avg Close — Range —
Q4 2024
Shares 14,530 Value ($000) $1,552 Avg Close — Range —
Q3 2024
Shares 15,483 Value ($000) $1,749 Avg Close — Range —
Q2 2024
Shares 10,278 Value ($000) $1,101 Avg Close — Range —
Q1 2024
Shares 8,771 Value ($000) $955 Avg Close — Range —
Q4 2023
Shares 14,162 Value ($000) $1,567 Avg Close — Range —