ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 18,871 Value ($000) $2,252 Avg Close — Range —
Q3 2025
Shares 18,396 Value ($000) $2,198 Avg Close — Range —
Q2 2025
Shares 17,412 Value ($000) $2,074 Avg Close — Range —
Q1 2025
Shares 21,467 Value ($000) $2,536 Avg Close — Range —
Q4 2024
Shares 1,328 Value ($000) $153 Avg Close — Range —
Q3 2024
Shares 1,328 Value ($000) $159 Avg Close — Range —
Q2 2024
Shares 1,328 Value ($000) $153 Avg Close — Range —
Q1 2024
Shares 1,328 Value ($000) $154 Avg Close — Range —
Q4 2023
Shares 1,844 Value ($000) $216 Avg Close — Range —
Q3 2023
Shares 2,235 Value ($000) $253 Avg Close — Range —
Q2 2023
Shares 2,301 Value ($000) $265 Avg Close — Range —
Q1 2023
Shares 2,294 Value ($000) $270 Avg Close — Range —
Q4 2022
Shares 2,226 Value ($000) $256 Avg Close — Range —
Q2 2022
Shares 128 Value ($000) $15 Avg Close — Range —
Q1 2022
Shares 106 Value ($000) $13 Avg Close — Range —