Concurrent Investment Advisors’s ALPS BBH Intermediate Municipal Bond ETF MNBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$982K	Sell	37,712 -3,070	-8%	-$79.7K	0.01%	1018
2026 Q1	$1.05M	Sell	40,782 -10,526	-21%	-$275K	0.01%	856
2025 Q4	$1.33M	Buy	51,308 +42,872	+508%	+$1.11M	0.02%	716
2025 Q3	$218K	Buy	+8,436	New	+$216K	﹤0.01%	1312

Other funds holding MNBD

Tenzing Financial Williamsburg, Virginia $146M AUM

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Town Capital Bel Air, Maryland $158M AUM

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

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

Concurrent Investment Advisors reduced its ALPS BBH Intermediate Municipal Bond ETF (MNBD) stake by 7.5% in Q2 2026, selling an estimated $79.7K and leaving 37,712 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1018.

Concurrent Investment Advisors first reported a position in MNBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2025. 5 funds tracked by Wall St. Rank hold MNBD as of Q2 2026.

Concurrent Investment Advisors held 37,712 shares of ALPS BBH Intermediate Municipal Bond ETF worth $982K as of Q2 2026.
Concurrent Investment Advisors sold 3,070 ALPS BBH Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $79.7K.
ALPS BBH Intermediate Municipal Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1018 holding.
Concurrent Investment Advisors first reported a position in ALPS BBH Intermediate Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Concurrent Investment Advisors's ALPS BBH Intermediate Municipal Bond ETF position peaked at $1.33M in Q4 2025.
5 funds tracked by Wall St. Rank held ALPS BBH Intermediate Municipal Bond ETF as of Q2 2026.

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