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 stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 96.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 92,509 shares of the company’s stock after buying an additional 45,473 shares during the period. Mosaic Family Wealth Partners LLC owned approximately 0.06% of iShares iBonds Dec 2026 Term Corporate ETF worth $2,242,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. BOKF NA acquired a new stake in iShares iBonds Dec 2026 Term Corporate ETF during the fourth quarter worth approximately $50,000. Burkett Financial Services LLC bought a new position in shares of iShares iBonds Dec 2026 Term Corporate ETF during the fourth quarter worth approximately $57,000. Flagship Harbor Advisors LLC bought a new position in shares of iShares iBonds Dec 2026 Term Corporate ETF during the fourth quarter worth approximately $140,000. Ascentis Independent Advisors acquired a new stake in iShares iBonds Dec 2026 Term Corporate ETF during the 1st quarter worth approximately $189,000. Finally, Bogart Wealth LLC lifted its holdings in 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 purchasing an additional 2,677 shares during the last quarter.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

IBDR opened at $24.20 on Friday. The business has a fifty day simple moving average of $24.21 and a 200 day simple moving average of $24.22. iShares iBonds Dec 2026 Term Corporate ETF has a 1 year low of $24.15 and a 1 year high of $24.32.

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.