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 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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return