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Concurrent Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Concurrent Investment Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.36M Buy
+247,004
New +$6.37M 0.05% 375

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 247,004 shares worth $6.36M. The stake represents 0.05% of the portfolio and ranks #375 among its holdings.

60 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Concurrent Investment Advisors held 247,004 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $6.36M as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #375 holding.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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