Concurrent Investment Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.58M	Buy	131,452 +124,729	+1,855%	+$6.21M	0.06%	366
2026 Q1	$334K	Buy	6,723 +2,361	+54%	+$119K	﹤0.01%	1420
2025 Q4	$220K	Buy	+4,362	New	+$224K	﹤0.01%	1585
2025 Q3	–	Sell	-5,571	Closed	-$280K	–	1550
2025 Q2	$280K	Sell	5,571 -3,282	-37%	-$160K	0.01%	1092
2025 Q1	$445K	Buy	8,853 +2,269	+34%	+$113K	0.01%	781
2024 Q4	$325K	Buy	6,584 +11	+0.2%	+$564	0.01%	799
2024 Q3	$352K	Buy	+6,573	New	+$343K	0.01%	728

Other funds holding IGLB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Concurrent Investment Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1,855% in Q2 2026, buying an estimated $6.21M and bringing the position to 131,452 shares worth $6.58M. The position accounts for 0.06% of the portfolio, ranked #366.

Concurrent Investment Advisors first reported a position in IGLB in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Concurrent Investment Advisors held 131,452 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $6.58M as of Q2 2026.
Concurrent Investment Advisors bought 124,729 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.21M.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #366 holding.
Concurrent Investment Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held iShares 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.