Concurrent Investment Advisors »

Ishares Tr core intl aggr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core intl aggr by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $709k 14k 50.60
2026-03-31 $4.0M 80k 50.04
2025-12-31 $2.6M 53k 50.01
2025-09-30 $1.3M 26k 51.23
2025-06-30 $567k 11k 51.09

More positions owned by Concurrent Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom Call Option (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Micron Technology (MU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Concurrent Investment Advisors

Top funds holding Ishares Tr core intl aggr

Financial Engines Advisors L.L.C
BlackRock
Matson Money
Jpmorgan Chase & Co
Jones Financial Companies, L.L
WealthNavi
TIAA Wealth Investment Management
Bnp Paribas Investment Partners
LPL Financial
Bank of America Corporation
Morgan Stanley
Nationwide Fund Advisors
Henderson Group
Jupiter Topco
Mather Group

View all funds holding Ishares Tr core intl aggr