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Meitav Investment House’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Meitav Investment House’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,060
Closed -$795K – 229
2024
Q4 		$795K Sell
33,060
-797
-2% -$19.2K 0.01% 141
2024
Q3 		$821K Sell
33,857
-2,649
-7% -$63.8K 0.01% 153
2024
Q2 		$868K Hold
36,506
– – 0.02% 149
2024
Q1 		$869K Sell
36,506
-2,953
-7% -$70.4K 0.02% 146
2023
Q4 		$942K Sell
39,459
-8,263
-17% -$194K 0.01% 207
2023
Q3 		$1.11M Sell
47,722
-4,856
-9% -$114K 0.02% 195
2023
Q2 		$1.23M Sell
52,578
-6,872
-12% -$162K 0.02% 207
2023
Q1 		$1.42M Buy
59,450
+20,088
+51% +$473K 0.02% 200
2022
Q4 		$918K Sell
39,362
-910
-2% -$21.1K 0.02% 248
2022
Q3 		$931K Buy
+40,272
New +$959K 0.02% 238
2022
Q2 		– Sell
-35,122
Closed -$864K – 359
2022
Q1 		$864K Buy
35,122
+3,202
+10% +$81K 0.01% 276
2021
Q4 		$830K Buy
31,920
+8,982
+39% +$235K 0.01% 277
2021
Q3 		$608K Buy
22,938
+10,543
+85% +$281K 0.01% 294
2021
Q2 		$330K Sell
12,395
-185
-1% -$4.91K 0.01% 348
2021
Q1 		$332K Buy
+12,580
New +$336K 0.01% 312

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meitav Investment House's IBDR Position: Q1 2025 in Review

Meitav Investment House sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 33,060 shares — an estimated $795K sold.

Meitav Investment House first reported a position in IBDR in Q1 2021 and held it in 15 quarters. The position peaked at $1.42M in Q1 2023. 391 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • Meitav Investment House reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 33,060 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $795K.
  • Meitav Investment House first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and held it in 15 quarters.
  • Meitav Investment House's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.42M in Q1 2023.
  • 391 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.