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Ishares Tr ibonds etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr ibonds etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.1M 335k 24.22

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View all positions for Concurrent Investment Advisors

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Lido Advisors
UBS Group
Hm Payson & Co
Raymond James Financial
LPL Financial
Sound View Wealth Advisors Group
Capital Investment Advisors
Ameriprise Financial
Royal Bank of Canada
Commonwealth Equity Services
Captrust Financial Advisors
Gratus Wealth Advisors

View all funds holding Ishares Tr ibonds etf