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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Concurrent Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.2% in Q2 2026, buying an estimated $144K and bringing the position to 54,807 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #599.

Concurrent Investment Advisors first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Concurrent Investment Advisors held 54,807 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.91M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,717 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #599 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 11 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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