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Concurrent Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Concurrent Investment Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Buy
+203,427
New +$4.49M 0.04% 463

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
CA
Centennial Advisors Austin, Texas $83.8M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 203,427 shares worth $4.49M. The stake represents 0.04% of the portfolio and ranks #463 among its holdings.

34 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Concurrent Investment Advisors held 203,427 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $4.49M as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #463 holding.
  • 34 funds tracked by Wall St. Rank held iShares iBonds 2027 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.