ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 4,966 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 5,260 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 5,349 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 4,744 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 4,712 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 4,620 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 3,977 Value ($000) $204 Avg Close — Range —
Q1 2024
Shares 3,984 Value ($000) $204 Avg Close — Range —
Q4 2023
Shares 2,029 Value ($000) $104 Avg Close — Range —
Q3 2023
Shares 2,061 Value ($000) $103 Avg Close — Range —
Q2 2023
Shares 285 Value ($000) $14 Avg Close — Range —
Q1 2023
Shares 348 Value ($000) $18 Avg Close — Range —
Q4 2022
Shares 348 Value ($000) $17 Avg Close — Range —
Q2 2022
Shares 398 Value ($000) $20 Avg Close — Range —
Q1 2022
Shares 398 Value ($000) $21 Avg Close — Range —
Q4 2021
Shares 440 Value ($000) $24 Avg Close — Range —
Q4 2020
Shares 999 Value ($000) $55 Avg Close — Range —