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Concurrent Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Concurrent Investment Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Buy
+26,384
New +$639K 0.01% 1259

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Concurrent Investment Advisors's IBDR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 26,384 shares worth $639K. The stake represents 0.01% of the portfolio and ranks #1259 among its holdings.

422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Concurrent Investment Advisors held 26,384 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $639K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1259 holding.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.