Bogart Wealth LLC Lowers Holdings in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Bogart Wealth LLC lowered its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 12.9% during the 2nd quarter, Holdings Channel reports. The firm owned 5,584 shares of the company’s stock after selling 825 shares during the quarter. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2026 Term Corporate ETF were worth $135,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Princeton Global Asset Management LLC lifted its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 2.7% in the 2nd quarter. Princeton Global Asset Management LLC now owns 18,345 shares of the company’s stock worth $445,000 after buying an additional 483 shares during the period. Newman Dignan & Sheerar Inc. lifted its stake in iShares iBonds Dec 2026 Term Corporate ETF by 5.0% in the second quarter. Newman Dignan & Sheerar Inc. now owns 20,581 shares of the company’s stock worth $499,000 after acquiring an additional 972 shares during the period. Bank of Jackson Hole Trust lifted its stake in iShares iBonds Dec 2026 Term Corporate ETF by 73.3% in the first quarter. Bank of Jackson Hole Trust now owns 3,042 shares of the company’s stock worth $74,000 after acquiring an additional 1,287 shares during the period. Bank of New York Mellon Corp increased its position in iShares iBonds Dec 2026 Term Corporate ETF by 4.4% during the 1st quarter. Bank of New York Mellon Corp now owns 31,833 shares of the company’s stock valued at $771,000 after purchasing an additional 1,348 shares during the period. Finally, Gradient Capital Advisors LLC increased its position in iShares iBonds Dec 2026 Term Corporate ETF by 13.2% during the 1st quarter. Gradient Capital Advisors LLC now owns 13,630 shares of the company’s stock valued at $330,000 after purchasing an additional 1,589 shares during the period.

iShares iBonds Dec 2026 Term Corporate ETF Stock Up 0.1%

Shares of IBDR opened at $24.28 on Tuesday. The company has a 50 day moving average price of $24.24 and a 200-day moving average price of $24.19. iShares iBonds Dec 2026 Term Corporate ETF has a fifty-two week low of $23.98 and a fifty-two week high of $24.45.

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.