Wells Financial Advisors INC Acquires 1,440 Shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Wells Financial Advisors INC grew its holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 21.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,240 shares of the company’s stock after buying an additional 1,440 shares during the period. Wells Financial Advisors INC’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $206,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Centricity Wealth Management LLC bought a new stake in iShares iBonds Dec 2025 Term Corporate ETF in the 4th quarter valued at $25,000. Harbor Investment Advisory LLC raised its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 2.3% in the fourth quarter. Harbor Investment Advisory LLC now owns 58,314 shares of the company’s stock valued at $1,461,000 after purchasing an additional 1,320 shares during the period. Peloton Wealth Strategists lifted its stake 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 worth $7,132,000 after buying an additional 1,340 shares during the last quarter. Bank of Jackson Hole Trust bought a new stake in shares of iShares iBonds Dec 2025 Term Corporate ETF during the 4th quarter worth about $42,000. Finally, Pinnacle Bancorp Inc. grew its stake in iShares iBonds Dec 2025 Term Corporate ETF by 56.8% in the 4th quarter. Pinnacle Bancorp Inc. now owns 5,027 shares of the company’s stock valued at $126,000 after buying an additional 1,822 shares during the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Price Performance

iShares iBonds Dec 2025 Term Corporate ETF stock opened at $25.15 on Wednesday. The company’s 50-day moving average price is $25.11 and its two-hundred day moving average price is $25.08. iShares iBonds Dec 2025 Term Corporate ETF has a twelve month low of $24.68 and a twelve month high of $25.16.

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.