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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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 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.

229 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.
  • 229 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.