MIH
IBDO

Meitav Investment House’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Meitav Investment House’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,299
Closed -$564K – 357
2023
Q3 		$564K Sell
22,299
-1,690
-7% -$42.7K 0.01% 245
2023
Q2 		$606K Hold
23,989
– – 0.01% 266
2023
Q1 		$608K Buy
23,989
+890
+4% +$22.4K 0.01% 272
2022
Q4 		$577K Sell
23,099
-445
-2% -$11.1K 0.01% 289
2022
Q3 		$588K Buy
+23,544
New +$590K 0.01% 280
2022
Q2 		– Sell
-24,607
Closed -$620K – 391
2022
Q1 		$620K Sell
24,607
-897
-4% -$22.8K 0.01% 298
2021
Q4 		$652K Buy
25,504
+2,419
+10% +$62.4K 0.01% 294
2021
Q3 		$598K Sell
23,085
-416
-2% -$10.8K 0.01% 297
2021
Q2 		$611K Sell
23,501
-235
-1% -$6.13K 0.02% 291
2021
Q1 		$619 Buy
23,736
+6,873
+41% +$180K 0.02% 248
2020
Q4 		$441K Buy
+16,863
New +$442K 0.02% 289

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meitav Investment House's IBDO Position: Q4 2023 in Review

Meitav Investment House sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 22,299 shares — an estimated $564K sold.

Meitav Investment House first reported a position in IBDO in Q4 2020 and held it in 11 quarters. The position peaked at $652K in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Meitav Investment House reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Meitav Investment House sold 22,299 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $564K.
  • Meitav Investment House first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 11 quarters.
  • Meitav Investment House's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $652K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Meitav Investment House's 13F filing for Q4 2023, filed 29 Jan 2024.