Mosaic Family Wealth Partners LLC Has $2.24 Million Stock Holdings in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Mosaic Family Wealth Partners LLC boosted its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 96.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 92,509 shares of the company’s stock after acquiring an additional 45,473 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in iShares iBonds Dec 2026 Term Corporate ETF were worth $2,242,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IBDR. Evergreen Private Wealth LLC lifted its stake in iShares iBonds Dec 2026 Term Corporate ETF by 1.5% during the first quarter. Evergreen Private Wealth LLC now owns 148,662 shares of the company’s stock worth $3,604,000 after purchasing an additional 2,170 shares during the last quarter. Bogart Wealth LLC raised its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 50.1% during the 1st quarter. Bogart Wealth LLC now owns 8,022 shares of the company’s stock worth $194,000 after buying an additional 2,677 shares in the last quarter. Ascentis Independent Advisors acquired a new position in shares of iShares iBonds Dec 2026 Term Corporate ETF during the 1st quarter worth $189,000. Harbor Investment Advisory LLC lifted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 3.6% during the 1st quarter. Harbor Investment Advisory LLC now owns 101,802 shares of the company’s stock worth $2,468,000 after buying an additional 3,566 shares during the last quarter. Finally, Spinnaker Trust boosted its stake in iShares iBonds Dec 2026 Term Corporate ETF by 6.4% in the first quarter. Spinnaker Trust now owns 574,526 shares of the company’s stock valued at $13,927,000 after buying an additional 34,610 shares in the last quarter.

iShares iBonds Dec 2026 Term Corporate ETF Stock Up 0.1%

NYSEARCA:IBDR opened at $24.20 on Friday. iShares iBonds Dec 2026 Term Corporate ETF has a twelve month low of $24.15 and a twelve month high of $24.32. The stock’s 50-day simple moving average is $24.21 and its 200 day simple moving average is $24.22.

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.