ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 888 Value ($000) $77 Avg Close Range
Q1 2025
Shares 20 Value ($000) $2 Avg Close Range
Q4 2024
Shares 72 Value ($000) $6 Avg Close Range
Q3 2024
Shares 20 Value ($000) $2 Avg Close Range
Q2 2024
Shares 22 Value ($000) $2 Avg Close Range
Q1 2024
Shares 36 Value ($000) $3 Avg Close Range
Q4 2023
Shares 22 Value ($000) $2 Avg Close Range
Q3 2023
Shares 43 Value ($000) $4 Avg Close Range
Q2 2023
Shares 43 Value ($000) $4 Avg Close Range
Q1 2023
Shares 43 Value ($000) $5 Avg Close Range
Q4 2022
Shares 43 Value ($000) $4 Avg Close Range
Q2 2022
Shares 144 Value ($000) $17 Avg Close Range
Q1 2022
Shares 144 Value ($000) $19 Avg Close Range
Q4 2021
Shares 153 Value ($000) $23 Avg Close Range
Q3 2021
Shares 43 Value ($000) $6 Avg Close Range
Q2 2021
Shares 93 Value ($000) $13 Avg Close Range
Q1 2021
Shares 93 Value ($000) $13 Avg Close Range
Q4 2020
Shares 41 Value ($000) $6 Avg Close Range