IGIB — iShares Intermediate Credit Bond ETF

Ownership history in CONCENTRIC WEALTH MANAGEMENT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CONCENTRIC WEALTH MANAGEMENT, LLC reported a position in iShares Intermediate Credit Bond ETF (IGIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.09% (2023 Q4)
Avg. % of fund
2.02%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 153,052 +5,853 +4.0% 2.01% $8.2M $50.13
2024 Q2 REDUCED 147,199 -811 -0.5% 1.97% $7.5M $47.31
2024 Q1 ADDED 148,010 +9,436 +6.8% 2.03% $7.6M $47.10
2023 Q4 INITIATED 138,574 — — 2.09% $7.2M —
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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