ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 177,563 Value ($000) $6,640 Avg Close — Range —
Q3 2025
Shares 113,593 Value ($000) $4,292 Avg Close — Range —
Q2 2025
Shares 80,052 Value ($000) $3,003 Avg Close — Range —
Q1 2025
Shares 53,203 Value ($000) $1,958 Avg Close — Range —
Q4 2024
Shares 68,037 Value ($000) $2,503 Avg Close — Range —
Q3 2024
Shares 65,665 Value ($000) $2,472 Avg Close — Range —
Q2 2024
Shares 56,761 Value ($000) $2,059 Avg Close — Range —
Q1 2024
Shares 50,407 Value ($000) $1,844 Avg Close — Range —
Q4 2023
Shares 31,121 Value ($000) $1,131 Avg Close — Range —