ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 59,810 Value ($000) $5,695 Avg Close — Range —
Q3 2025
Shares 34,093 Value ($000) $3,244 Avg Close — Range —
Q2 2025
Shares 30,785 Value ($000) $2,890 Avg Close — Range —
Q1 2025
Shares 19,591 Value ($000) $1,837 Avg Close — Range —
Q4 2024
Shares 17,362 Value ($000) $1,592 Avg Close — Range —
Q3 2024
Shares 17,954 Value ($000) $1,720 Avg Close — Range —
Q2 2024
Shares 17,481 Value ($000) $1,605 Avg Close — Range —
Q1 2024
Shares 40,742 Value ($000) $3,765 Avg Close — Range —
Q4 2023
Shares 26,030 Value ($000) $2,449 Avg Close — Range —