Bogart Wealth LLC Has $130,000 Position in iShares iBonds Dec 2025 Term Corporate ETF $IBDQ

Bogart Wealth LLC lessened its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 16.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,145 shares of the company’s stock after selling 1,012 shares during the period. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $130,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Heartland Bank & Trust Co raised its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 70.8% during the 2nd quarter. Heartland Bank & Trust Co now owns 92,089 shares of the company’s stock worth $2,319,000 after buying an additional 38,180 shares during the period. Rebalance LLC increased its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 1.6% during the second quarter. Rebalance LLC now owns 436,312 shares of the company’s stock worth $10,986,000 after acquiring an additional 6,989 shares in the last quarter. RVW Wealth LLC raised its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 4.6% during the second quarter. RVW Wealth LLC now owns 1,008,412 shares of the company’s stock worth $25,392,000 after acquiring an additional 44,605 shares during the period. Farther Finance Advisors LLC lifted its position in iShares iBonds Dec 2025 Term Corporate ETF by 105.1% in the 2nd quarter. Farther Finance Advisors LLC now owns 6,700 shares of the company’s stock valued at $169,000 after acquiring an additional 3,433 shares in the last quarter. Finally, Parallel Advisors LLC boosted its stake in iShares iBonds Dec 2025 Term Corporate ETF by 9.7% in the 2nd quarter. Parallel Advisors LLC now owns 194,181 shares of the company’s stock worth $4,889,000 after purchasing an additional 17,187 shares during the period.

iShares iBonds Dec 2025 Term Corporate ETF Trading Up 0.1%

IBDQ stock opened at $25.16 on Tuesday. The stock has a 50-day moving average price of $25.14 and a two-hundred day moving average price of $25.13. iShares iBonds Dec 2025 Term Corporate ETF has a 1 year low of $25.00 and a 1 year high of $25.19.

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.