ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 69,805 Value ($000) $8,331 Avg Close — Range —
Q3 2025
Shares 52,060 Value ($000) $6,222 Avg Close — Range —
Q2 2025
Shares 49,408 Value ($000) $5,884 Avg Close — Range —
Q1 2025
Shares 11,177 Value ($000) $1,320 Avg Close — Range —
Q4 2024
Shares 10,390 Value ($000) $1,201 Avg Close — Range —
Q3 2024
Shares 10,611 Value ($000) $1,269 Avg Close — Range —
Q2 2024
Shares 10,230 Value ($000) $1,181 Avg Close — Range —
Q1 2024
Shares 8,215 Value ($000) $951 Avg Close — Range —
Q4 2023
Shares 8,500 Value ($000) $996 Avg Close — Range —