iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) Stake Raised by Klaas Financial Asset Advisors LLC

Klaas Financial Asset Advisors LLC lifted its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 8.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 49,869 shares of the company’s stock after acquiring an additional 3,803 shares during the period. iShares iBonds Dec 2025 Term Corporate ETF accounts for approximately 0.2% of Klaas Financial Asset Advisors LLC’s portfolio, making the stock its 29th biggest holding. Klaas Financial Asset Advisors LLC’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $1,249,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Captrust Financial Advisors increased its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 5.5% during the third quarter. Captrust Financial Advisors now owns 1,006,092 shares of the company’s stock valued at $25,253,000 after purchasing an additional 52,445 shares during the period. Arrow Financial Corp boosted its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 1.8% in the third quarter. Arrow Financial Corp now owns 536,684 shares of the company’s stock valued at $13,471,000 after acquiring an additional 9,659 shares in the last quarter. Lyell Wealth Management LP raised its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 7.1% during the third quarter. Lyell Wealth Management LP now owns 331,891 shares of the company’s stock worth $8,330,000 after purchasing an additional 21,858 shares in the last quarter. Leavell Investment Management Inc. boosted its stake in iShares iBonds Dec 2025 Term Corporate ETF by 8.4% during the 3rd quarter. Leavell Investment Management Inc. now owns 322,947 shares of the company’s stock valued at $8,106,000 after purchasing an additional 25,067 shares in the last quarter. Finally, Peloton Wealth Strategists increased its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 0.5% during the 3rd quarter. Peloton Wealth Strategists now owns 284,125 shares of the company’s stock valued at $7,132,000 after purchasing an additional 1,340 shares during the period.

iShares iBonds Dec 2025 Term Corporate ETF Stock Up 0.1 %

NYSEARCA:IBDQ opened at $25.14 on Monday. The business’s 50-day moving average price is $25.07 and its 200 day moving average price is $25.03. iShares iBonds Dec 2025 Term Corporate ETF has a 52-week low of $24.68 and a 52-week high of $25.14.

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.