Concurrent Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.8M	Sell	228,030 -31,875	-12%	-$2.64M	0.21%	108
2025 Q4	$21.5M	Buy	259,905 +56,711	+28%	+$4.7M	0.25%	80
2025 Q3	$16.9M	Sell	203,194 -5,442	-3%	-$450K	0.29%	72
2025 Q2	$17.3M	Buy	208,636 +187,888	+906%	+$15.5M	0.34%	59
2025 Q1	$1.72M	Sell	20,748 -459	-2%	-$37.7K	0.04%	401
2024 Q4	$1.74M	Sell	21,207 -6,540	-24%	-$538K	0.05%	356
2024 Q3	$2.31M	Sell	27,747 -1,200	-4%	-$99K	0.07%	276
2024 Q2	$2.36M	Sell	28,947 -4,482	-13%	-$365K	0.08%	238
2024 Q1	$2.73M	Buy	33,429 +8,256	+33%	+$676K	0.11%	192
2023 Q4	$2.07M	Buy	+25,173	New	+$2.05M	0.1%	222