Concurrent Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Concurrent Investment Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18M	Buy	357,319 +302,512	+552%	+$15.7M	0.12%	166
2026 Q2	$2.91M	Buy	54,807 +2,717	+5%	+$144K	0.02%	599
2026 Q1	$2.77M	Buy	52,090 +2,638	+5%	+$142K	0.03%	516
2025 Q4	$2.66M	Buy	49,452 +6,466	+15%	+$350K	0.03%	488
2025 Q3	$2.33M	Buy	42,986 +2,911	+7%	+$156K	0.04%	424
2025 Q2	$2.14M	Buy	40,075 +2,748	+7%	+$143K	0.04%	415
2025 Q1	$1.96M	Buy	37,327 +3,618	+11%	+$188K	0.05%	367
2024 Q4	$1.74M	Buy	33,709 +3,622	+12%	+$190K	0.05%	357
2024 Q3	$1.62M	Buy	30,087 +6,460	+27%	+$341K	0.05%	364
2024 Q2	$1.21M	Buy	23,627 +214	+0.9%	+$10.9K	0.04%	388
2024 Q1	$1.21M	Buy	23,413 +3,653	+18%	+$188K	0.05%	344
2023 Q4	$1.03M	Buy	+19,760	New	+$977K	0.05%	333

Other funds holding IGIB

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Concurrent Investment Advisors's IGIB Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 552% in Q3 2026, buying an estimated $15.7M and bringing the position to 357,319 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #166.

Concurrent Investment Advisors first reported a position in IGIB in Q4 2023 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Concurrent Investment Advisors held 357,319 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $18M as of Q3 2026.
Concurrent Investment Advisors bought 302,512 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $15.7M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q3 2026, its #166 holding.
Concurrent Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
106 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.