ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 409 Value ($000) $34 Avg Close — Range —
Q3 2025
Shares 497 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 560 Value ($000) $46 Avg Close — Range —
Q3 2023
Shares 88 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 87 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 202 Value ($000) $16 Avg Close — Range —