ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 51,334 Value ($000) $5,153 Avg Close — Range —
Q3 2025
Shares 117,368 Value ($000) $11,819 Avg Close — Range —
Q2 2025
Shares 140,007 Value ($000) $14,097 Avg Close — Range —
Q1 2025
Shares 109,993 Value ($000) $11,073 Avg Close — Range —
Q4 2024
Shares 40,148 Value ($000) $4,028 Avg Close — Range —
Q3 2024
Shares 37,567 Value ($000) $3,784 Avg Close — Range —
Q2 2024
Shares 192,917 Value ($000) $19,429 Avg Close — Range —
Q1 2024
Shares 171,190 Value ($000) $17,241 Avg Close — Range —
Q4 2023
Shares 22,872 Value ($000) $2,293 Avg Close — Range —