Sonata Capital Group Inc. Makes New $3.31 Million Investment in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Sonata Capital Group Inc. acquired a new stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 136,037 shares of the company’s stock, valued at approximately $3,306,000. iShares iBonds Dec 2026 Term Corporate ETF accounts for approximately 1.4% of Sonata Capital Group Inc.’s portfolio, making the stock its 19th biggest holding. Sonata Capital Group Inc. owned about 0.12% of iShares iBonds Dec 2026 Term Corporate ETF at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of IBDR. Montecito Bank & Trust grew its holdings in shares of 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 buying an additional 14,712 shares during the last quarter. Spinnaker Trust lifted its position in 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 acquiring an additional 40,850 shares during the period. Crescent Grove Advisors LLC grew its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 13.4% in the 3rd quarter. Crescent Grove Advisors LLC now owns 77,193 shares of the company’s stock valued at $1,876,000 after purchasing an additional 9,125 shares during the last quarter. Blue Square Asset Management LLC increased its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 9.5% in the third 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 during the period. Finally, Janney Montgomery Scott LLC increased its holdings 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 Price Performance

Shares of NYSEARCA IBDR traded down $0.01 during mid-day trading on Friday, hitting $24.09. 65,072 shares of the company were exchanged, compared to its average volume of 467,276. The stock has a 50 day simple moving average of $24.18 and a 200-day simple moving average of $23.98. iShares iBonds Dec 2026 Term Corporate ETF has a 1-year low of $23.30 and a 1-year high of $24.68.

iShares iBonds Dec 2026 Term Corporate ETF 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.