117,004 Shares in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) Purchased by Sonata Capital Group Inc.

Sonata Capital Group Inc. acquired a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 117,004 shares of the company’s stock, valued at approximately $2,937,000. iShares iBonds Dec 2025 Term Corporate ETF accounts for approximately 1.2% of Sonata Capital Group Inc.’s holdings, making the stock its 21st largest holding. Sonata Capital Group Inc. owned about 0.11% of iShares iBonds Dec 2025 Term Corporate ETF at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in IBDQ. Peloton Wealth Strategists increased its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 2.9% in the 2nd quarter. Peloton Wealth Strategists now owns 282,785 shares of the company’s stock valued at $7,030,000 after purchasing an additional 8,000 shares during the period. Captrust Financial Advisors grew its position in iShares iBonds Dec 2025 Term Corporate ETF by 15.0% during the first quarter. Captrust Financial Advisors now owns 823,299 shares of the company’s stock valued at $20,426,000 after purchasing an additional 107,327 shares in the last quarter. Confluence Investment Management LLC grew its position in iShares iBonds Dec 2025 Term Corporate ETF by 43.0% during the second quarter. Confluence Investment Management LLC now owns 214,998 shares of the company’s stock valued at $5,345,000 after purchasing an additional 64,655 shares in the last quarter. PSI Advisors LLC increased its stake in iShares iBonds Dec 2025 Term Corporate ETF by 12.9% in the 3rd quarter. PSI Advisors LLC now owns 69,549 shares of the company’s stock valued at $1,746,000 after buying an additional 7,930 shares during the period. Finally, Montecito Bank & Trust lifted its position in iShares iBonds Dec 2025 Term Corporate ETF by 49.0% in the 3rd quarter. Montecito Bank & Trust now owns 43,164 shares of the company’s stock worth $1,083,000 after buying an additional 14,186 shares in the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Trading Up 0.0 %

Shares of NYSEARCA:IBDQ traded up $0.01 during trading on Friday, reaching $25.05. 74,474 shares of the company traded hands, compared to its average volume of 470,080. The firm has a fifty day simple moving average of $25.04 and a 200 day simple moving average of $24.92. iShares iBonds Dec 2025 Term Corporate ETF has a 1-year low of $24.37 and a 1-year high of $25.11.

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.