ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 223,259 Value ($000) $21,469 Avg Close — Range —
Q3 2025
Shares 146,815 Value ($000) $14,162 Avg Close — Range —
Q2 2025
Shares 150,703 Value ($000) $14,433 Avg Close — Range —
Q1 2025
Shares 49,641 Value ($000) $4,734 Avg Close — Range —
Q4 2024
Shares 15,361 Value ($000) $1,420 Avg Close — Range —
Q3 2024
Shares 21,419 Value ($000) $2,102 Avg Close — Range —
Q2 2024
Shares 14,198 Value ($000) $1,330 Avg Close — Range —
Q1 2024
Shares 12,800 Value ($000) $1,212 Avg Close — Range —
Q4 2023
Shares 10,558 Value ($000) $1,018 Avg Close — Range —