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Concurrent Investment Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Concurrent Investment Advisors’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,192
Closed -$694K – 1983
2025
Q4 		$694K Buy
+28,192
New +$693K 0.01% 1002

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's IGBH Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2026, closing a stake of 28,192 shares — an estimated $694K sold.

Concurrent Investment Advisors first reported a position in IGBH in Q4 2025 and held it in 1 quarter. The position peaked at $694K in Q4 2025. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 28,192 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $694K.
  • Concurrent Investment Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $694K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.