ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 259,905 Value ($000) $21,525 Avg Close — Range —
Q3 2025
Shares 203,194 Value ($000) $16,857 Avg Close — Range —
Q2 2025
Shares 208,636 Value ($000) $17,288 Avg Close — Range —
Q1 2025
Shares 20,748 Value ($000) $1,717 Avg Close — Range —
Q4 2024
Shares 21,207 Value ($000) $1,739 Avg Close — Range —
Q3 2024
Shares 27,747 Value ($000) $2,307 Avg Close — Range —
Q2 2024
Shares 28,947 Value ($000) $2,364 Avg Close — Range —
Q1 2024
Shares 33,429 Value ($000) $2,734 Avg Close — Range —
Q4 2023
Shares 25,173 Value ($000) $2,065 Avg Close — Range —