Rebalance LLC Increases Holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Rebalance LLC boosted its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 1,565.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 335,005 shares of the company’s stock after buying an additional 314,887 shares during the period. iShares iBonds Dec 2025 Term Corporate ETF accounts for 0.6% of Rebalance LLC’s investment portfolio, making the stock its 17th largest position. Rebalance LLC owned 0.32% of iShares iBonds Dec 2025 Term Corporate ETF worth $8,392,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Captrust Financial Advisors raised its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 5.5% during the 3rd quarter. Captrust Financial Advisors now owns 1,006,092 shares of the company’s stock worth $25,253,000 after acquiring an additional 52,445 shares during the period. RVW Wealth LLC increased its position in iShares iBonds Dec 2025 Term Corporate ETF by 10.4% during the fourth quarter. RVW Wealth LLC now owns 956,187 shares of the company’s stock worth $23,952,000 after purchasing an additional 90,275 shares during the last quarter. Arrow Financial Corp raised its stake in iShares iBonds Dec 2025 Term Corporate ETF by 1.8% during the third quarter. Arrow Financial Corp now owns 536,684 shares of the company’s stock worth $13,471,000 after purchasing an additional 9,659 shares during the period. Leavell Investment Management Inc. boosted its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 19.6% in the 4th quarter. Leavell Investment Management Inc. now owns 386,091 shares of the company’s stock valued at $9,672,000 after purchasing an additional 63,144 shares during the last quarter. Finally, Lyell Wealth Management LP boosted its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 11.8% in the 4th quarter. Lyell Wealth Management LP now owns 371,036 shares of the company’s stock valued at $9,294,000 after purchasing an additional 39,145 shares during the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Stock Performance

Shares of NYSEARCA IBDQ opened at $25.11 on Monday. The company has a 50 day simple moving average of $25.10 and a 200-day simple moving average of $25.07. iShares iBonds Dec 2025 Term Corporate ETF has a 1 year low of $24.68 and a 1 year high of $25.16.

iShares iBonds Dec 2025 Term Corporate ETF 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.