Sonata Capital Group Inc. Boosts Holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Sonata Capital Group Inc. lifted its stake in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 6.0% in the 4th quarter, HoldingsChannel reports. The firm owned 124,064 shares of the company’s stock after acquiring an additional 7,060 shares during the period. iShares iBonds Dec 2025 Term Corporate ETF makes up 1.3% of Sonata Capital Group Inc.’s portfolio, making the stock its 21st largest holding. Sonata Capital Group Inc.’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $3,108,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Janney Montgomery Scott LLC boosted its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 0.4% in the third quarter. Janney Montgomery Scott LLC now owns 176,252 shares of the company’s stock worth $4,424,000 after purchasing an additional 692 shares during the period. Bogart Wealth LLC grew its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 15.0% during the third quarter. Bogart Wealth LLC now owns 6,154 shares of the company’s stock worth $154,000 after purchasing an additional 802 shares in the last quarter. Harbor Investment Advisory LLC grew its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 2.3% during the fourth quarter. Harbor Investment Advisory LLC now owns 58,314 shares of the company’s stock worth $1,461,000 after purchasing an additional 1,320 shares in the last quarter. Peloton Wealth Strategists lifted its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 0.5% in the third quarter. Peloton Wealth Strategists now owns 284,125 shares of the company’s stock worth $7,132,000 after buying an additional 1,340 shares in the last quarter. Finally, Eastern Bank bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF during the 3rd quarter valued at about $36,000.

iShares iBonds Dec 2025 Term Corporate ETF Stock Performance

NYSEARCA IBDQ opened at $25.09 on Wednesday. iShares iBonds Dec 2025 Term Corporate ETF has a 1-year low of $24.68 and a 1-year high of $25.16. The business has a 50 day simple moving average of $25.08 and a two-hundred day simple moving average of $25.04.

iShares iBonds Dec 2025 Term Corporate ETF Company Profile

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.