Meitav Investment House’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Meitav Investment House’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,875	Closed	-$523K	–	223
2025 Q1	$523K	Sell	20,875 -15,790	-43%	-$396K	0.01%	164
2024 Q4	$916K	Sell	36,665 -30,170	-45%	-$756K	0.02%	137
2024 Q3	$1.67M	Sell	66,835 -5,484	-8%	-$137K	0.03%	120
2024 Q2	$1.79M	Buy	72,319 +8	+0%	+$198	0.03%	125
2024 Q1	$1.79M	Sell	72,311 -4,614	-6%	-$114K	0.04%	118
2023 Q4	$1.9M	Sell	76,925 -3,977	-5%	-$97.4K	0.03%	156
2023 Q3	$1.97M	Sell	80,902 -11,147	-12%	-$272K	0.03%	157
2023 Q2	$2.24M	Sell	92,049 -2,678	-3%	-$65.6K	0.04%	166
2023 Q1	$2.34M	Buy	94,727 +10,214	+12%	+$250K	0.04%	170
2022 Q4	$2.05M	Sell	84,513 -2,751	-3%	-$66.6K	0.04%	183
2022 Q3	$2.11M	Buy	+87,264	New	+$2.15M	0.04%	185
2022 Q2	–	Sell	-85,914	Closed	-$2.16M	–	358
2022 Q1	$2.16M	Buy	85,914 +5,196	+6%	+$134K	0.03%	209
2021 Q4	$2.13M	Buy	80,718 +3,479	+5%	+$92.5K	0.03%	204
2021 Q3	$2.07M	Buy	77,239 +21,849	+39%	+$589K	0.03%	200
2021 Q2	$1.49M	Buy	55,390 +14,222	+35%	+$384K	0.04%	201
2021 Q1	$1.1K	Buy	41,168 +26,733	+185%	+$724K	0.03%	207
2020 Q4	$394K	Buy	+14,435	New	+$393K	0.02%	310

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Meitav Investment House's IBDQ Position: Q2 2025 in Review

Meitav Investment House sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 20,875 shares — an estimated $523K sold.

Meitav Investment House first reported a position in IBDQ in Q4 2020 and held it in 17 quarters. The position peaked at $2.34M in Q1 2023. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Meitav Investment House reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Meitav Investment House sold 20,875 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $523K.
Meitav Investment House first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 17 quarters.
Meitav Investment House's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.34M in Q1 2023.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.