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Concurrent Investment Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Concurrent Investment Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Buy
+252,548
New +$6.36M 0.05% 374

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 252,548 shares worth $6.36M. The stake represents 0.05% of the portfolio and ranks #374 among its holdings.

78 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Concurrent Investment Advisors held 252,548 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.36M as of Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #374 holding.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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