Sonata Capital Group Inc. Purchases 15,404 Shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Sonata Capital Group Inc. raised its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 11.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 151,441 shares of the company’s stock after buying an additional 15,404 shares during the period. iShares iBonds Dec 2026 Term Corporate ETF accounts for about 1.5% of Sonata Capital Group Inc.’s investment portfolio, making the stock its 18th biggest position. Sonata Capital Group Inc. owned 0.14% of iShares iBonds Dec 2026 Term Corporate ETF worth $3,645,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IBDR. Barrett & Company Inc. raised its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 9.5% in the fourth quarter. Barrett & Company Inc. now owns 23,994 shares of the company’s stock valued at $578,000 after buying an additional 2,076 shares during the last quarter. Captrust Financial Advisors raised its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 15.7% in the third quarter. Captrust Financial Advisors now owns 692,020 shares of the company’s stock worth $16,816,000 after acquiring an additional 93,661 shares during the last quarter. Bogart Wealth LLC lifted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 14.9% during the third quarter. Bogart Wealth LLC now owns 6,405 shares of the company’s stock worth $156,000 after purchasing an additional 831 shares in the last quarter. Heartland Bank & Trust Co lifted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 22.1% during the third quarter. Heartland Bank & Trust Co now owns 41,124 shares of the company’s stock worth $999,000 after purchasing an additional 7,441 shares in the last quarter. Finally, Harbor Investment Advisory LLC grew its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 21.4% during the fourth quarter. Harbor Investment Advisory LLC now owns 61,165 shares of the company’s stock valued at $1,472,000 after purchasing an additional 10,774 shares during the last quarter.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

IBDR stock opened at $24.10 on Wednesday. The company has a 50 day moving average price of $24.09 and a 200 day moving average price of $24.12. iShares iBonds Dec 2026 Term Corporate ETF has a fifty-two week low of $23.61 and a fifty-two week high of $24.68.

iShares iBonds Dec 2026 Term Corporate ETF 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.