ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 11,578 Value ($000) $1,275 Avg Close — Range —
Q3 2025
Shares 9,342 Value ($000) $1,032 Avg Close — Range —
Q2 2025
Shares 9,817 Value ($000) $1,084 Avg Close — Range —
Q1 2025
Shares 10,162 Value ($000) $1,123 Avg Close — Range —
Q4 2024
Shares 10,977 Value ($000) $1,209 Avg Close — Range —
Q3 2024
Shares 10,203 Value ($000) $1,129 Avg Close — Range —
Q2 2024
Shares 15,317 Value ($000) $1,693 Avg Close — Range —
Q1 2024
Shares 10,626 Value ($000) $1,175 Avg Close — Range —
Q4 2023
Shares 10,137 Value ($000) $1,116 Avg Close — Range —