Concurrent Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,530	Closed	-$221K	–	1986
2025 Q4	$221K	Buy	4,530 +206	+5%	+$10.1K	﹤0.01%	1582
2025 Q3	$211K	Buy	4,324 +68	+2%	+$3.31K	﹤0.01%	1333
2025 Q2	$207K	Buy	4,256 +24	+0.6%	+$1.16K	﹤0.01%	1250
2025 Q1	$205K	Buy	+4,232	New	+$203K	0.01%	1115

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors's ISTB Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 4,530 shares — an estimated $221K sold.

Concurrent Investment Advisors first reported a position in ISTB in Q1 2025 and held it in 4 quarters. The position peaked at $221K in Q4 2025. 395 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Concurrent Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 4,530 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $221K.
Concurrent Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and held it in 4 quarters.
Concurrent Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $221K in Q4 2025.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.