Bogart Wealth LLC Acquires 802 Shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Bogart Wealth LLC grew its holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 15.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,154 shares of the company’s stock after acquiring an additional 802 shares during the period. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $154,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of IBDQ. Captrust Financial Advisors grew its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF by 15.0% during the 1st quarter. Captrust Financial Advisors now owns 823,299 shares of the company’s stock valued at $20,426,000 after acquiring an additional 107,327 shares during the period. GAMMA Investing LLC raised its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 174.6% during the 3rd quarter. GAMMA Investing LLC now owns 106,819 shares of the company’s stock valued at $2,681,000 after purchasing an additional 67,916 shares during the period. Confluence Investment Management LLC lifted its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF by 43.0% during the 2nd quarter. Confluence Investment Management LLC now owns 214,998 shares of the company’s stock valued at $5,345,000 after buying an additional 64,655 shares in the last quarter. Cambridge Investment Research Advisors Inc. boosted its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 27.7% in the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 173,660 shares of the company’s stock worth $4,317,000 after buying an additional 37,654 shares during the period. Finally, RVW Wealth LLC increased its stake in iShares iBonds Dec 2025 Term Corporate ETF by 4.4% in the 2nd quarter. RVW Wealth LLC now owns 764,455 shares of the company’s stock worth $19,004,000 after buying an additional 32,097 shares in the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Price Performance

NYSEARCA:IBDQ opened at $25.07 on Friday. The business’s 50-day simple moving average is $25.03 and its two-hundred day simple moving average is $24.89. iShares iBonds Dec 2025 Term Corporate ETF has a 52 week low of $24.34 and a 52 week high of $25.11.

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.