ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 107 Value ($000) $10 Avg Close Range
Q3 2025
Shares 107 Value ($000) $10 Avg Close Range
Q2 2025
Shares 107 Value ($000) $10 Avg Close Range
Q1 2025
Shares 273 Value ($000) $26 Avg Close Range
Q4 2024
Shares 273 Value ($000) $25 Avg Close Range
Q3 2024
Shares 273 Value ($000) $26 Avg Close Range
Q2 2024
Shares 1,001 Value ($000) $92 Avg Close Range
Q1 2024
Shares 1,050 Value ($000) $97 Avg Close Range
Q4 2023
Shares 1,689 Value ($000) $159 Avg Close Range
Q3 2023
Shares 2,658 Value ($000) $236 Avg Close Range
Q2 2023
Shares 3,265 Value ($000) $305 Avg Close Range
Q1 2023
Shares 1,814 Value ($000) $172 Avg Close Range
Q4 2022
Shares 3,416 Value ($000) $317 Avg Close Range
Q3 2022
Shares 21,798 Value ($000) $1,996 Avg Close Range
Q2 2022
Shares 24,423 Value ($000) $2,381 Avg Close Range
Q1 2022
Shares 24,899 Value ($000) $2,536 Avg Close Range
Q4 2021
Shares 33,235 Value ($000) $3,570 Avg Close Range
Q3 2021
Shares 661 Value ($000) $71 Avg Close Range
Q2 2021
Shares 1,492 Value ($000) $161 Avg Close Range
Q1 2021
Shares 2,084 Value ($000) $226 Avg Close Range
Q4 2020
Shares 396 Value ($000) $44 Avg Close Range