Concurrent Investment Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Concurrent Investment Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.6M	Buy	+316,874	New	+$6.61M	0.06%	365

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026: 316,874 shares worth $6.6M. The stake represents 0.06% of the portfolio and ranks #365 among its holdings.

290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Concurrent Investment Advisors held 316,874 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.6M as of Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF was a new Concurrent Investment Advisors position in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #365 holding.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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