Sonata Capital Group Inc. Acquires Shares of 136,037 iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Sonata Capital Group Inc. bought a new position in shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 136,037 shares of the company’s stock, valued at approximately $3,306,000. iShares iBonds Dec 2026 Term Corporate ETF makes up 1.4% of Sonata Capital Group Inc.’s holdings, making the stock its 19th largest position.

Other large investors have also modified their holdings of the company. Montecito Bank & Trust grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 49.1% during the third quarter. Montecito Bank & Trust now owns 44,698 shares of the company’s stock worth $1,086,000 after acquiring an additional 14,712 shares during the period. Spinnaker Trust boosted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 18.8% during the 3rd quarter. Spinnaker Trust now owns 257,919 shares of the company’s stock worth $6,267,000 after purchasing an additional 40,850 shares in the last quarter. Crescent Grove Advisors LLC grew its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 13.4% during the 3rd quarter. Crescent Grove Advisors LLC now owns 77,193 shares of the company’s stock worth $1,876,000 after purchasing an additional 9,125 shares during the period. Blue Square Asset Management LLC increased its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 9.5% in the 3rd quarter. Blue Square Asset Management LLC now owns 40,970 shares of the company’s stock valued at $996,000 after purchasing an additional 3,545 shares in the last quarter. Finally, Janney Montgomery Scott LLC lifted its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 1.9% in the third quarter. Janney Montgomery Scott LLC now owns 213,591 shares of the company’s stock valued at $5,190,000 after purchasing an additional 3,997 shares during the period.

iShares iBonds Dec 2026 Term Corporate ETF Stock Down 0.0 %

IBDR stock traded down $0.01 during trading on Friday, reaching $24.09. 65,072 shares of the company were exchanged, compared to its average volume of 467,276. iShares iBonds Dec 2026 Term Corporate ETF has a 52-week low of $23.30 and a 52-week high of $24.68. The stock’s 50 day moving average price is $24.18 and its 200 day moving average price is $23.98.

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.