Bogart Wealth LLC Purchases 2,286 Shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Bogart Wealth LLC lifted its holdings in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 86.0% during the fourth quarter, HoldingsChannel reports. The firm owned 4,943 shares of the company’s stock after purchasing an additional 2,286 shares during the period. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2026 Term Corporate ETF were worth $118,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. Cary Street Partners Investment Advisory LLC raised its stake in iShares iBonds Dec 2026 Term Corporate ETF by 186.4% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 164,766 shares of the company’s stock valued at $3,845,000 after purchasing an additional 107,241 shares during the last quarter. Spinnaker Trust lifted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 160.1% in the 4th quarter. Spinnaker Trust now owns 141,726 shares of the company’s stock worth $3,387,000 after acquiring an additional 87,245 shares during the period. Bank of New York Mellon Corp grew its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 79.1% during the 3rd quarter. Bank of New York Mellon Corp now owns 194,881 shares of the company’s stock worth $4,548,000 after purchasing an additional 86,071 shares in the last quarter. Crescent Grove Advisors LLC increased its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 227.3% during the fourth quarter. Crescent Grove Advisors LLC now owns 56,382 shares of the company’s stock valued at $1,348,000 after purchasing an additional 39,158 shares during the period. Finally, Lyell Wealth Management LP increased its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 13.6% during the fourth quarter. Lyell Wealth Management LP now owns 252,273 shares of the company’s stock valued at $6,029,000 after purchasing an additional 30,262 shares during the period.

iShares iBonds Dec 2026 Term Corporate ETF Stock Down 0.0 %

IBDR stock traded down $0.01 during midday trading on Wednesday, hitting $23.74. The stock had a trading volume of 336,139 shares, compared to its average volume of 484,596. iShares iBonds Dec 2026 Term Corporate ETF has a 52 week low of $23.14 and a 52 week high of $24.00. The stock has a 50-day simple moving average of $23.76 and a 200 day simple moving average of $23.72.

iShares iBonds Dec 2026 Term Corporate ETF Company Profile

The iShares iBonds Dec 2026 Term Corporate ETF (IBDR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2025 and Jan 1, 2027. IBDR was launched on Sep 13, 2016 and is managed by BlackRock.