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Concurrent Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Concurrent Investment Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Buy
+200,777
New +$4.57M 0.04% 454

Other funds holding IBHF

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026: 200,777 shares worth $4.55M. The stake represents 0.04% of the portfolio and ranks #454 among its holdings.

49 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Concurrent Investment Advisors held 200,777 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.55M as of Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #454 holding.
  • 49 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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