Concurrent Investment Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	6,125 -106	-2%	-$4.63K	﹤0.01%	1763
2026 Q1	$273K	Sell	6,231 -280	-4%	-$12.4K	﹤0.01%	1558
2025 Q4	$288K	Sell	6,511 -236	-3%	-$10.4K	﹤0.01%	1426
2025 Q3	$298K	Sell	6,747 -551	-8%	-$24.1K	0.01%	1155
2025 Q2	$318K	Sell	7,298 -7,899	-52%	-$340K	0.01%	1038
2025 Q1	$660K	Sell	15,197 -119	-0.8%	-$5.09K	0.02%	661
2024 Q4	$650K	Buy	15,316 +3,475	+29%	+$150K	0.02%	602
2024 Q3	$527K	Buy	+11,841	New	+$519K	0.02%	604

Other funds holding IMTB

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

CLP

Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 1.7% in Q2 2026, selling an estimated $4.63K and leaving 6,125 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Concurrent Investment Advisors first reported a position in IMTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $660K in Q1 2025. 17 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Concurrent Investment Advisors held 6,125 shares of iShares Core 5-10 Year USD Bond ETF worth $267K as of Q2 2026.
Concurrent Investment Advisors sold 106 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $4.63K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1763 holding.
Concurrent Investment Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $660K in Q1 2025.
17 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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