Concurrent Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$222K Sell
2025
Q2
$214K Sell
2025
Q1
$202K Buy
2024
Q2
Sell
2024
Q1
$203K Buy