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Meitav Investment House’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Meitav Investment House’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
13,752
-2,629
-16% -$63.6K ﹤0.01% 285
2026
Q1 		$397K Sell
16,381
-7,586
-32% -$184K ﹤0.01% 206
2025
Q4 		$581K Buy
23,967
+2,100
+10% +$51K 0.01% 203
2025
Q3 		$532K Sell
21,867
-2,239
-9% -$54.3K 0.01% 191
2025
Q2 		$585K Sell
24,106
-19,408
-45% -$468K 0.01% 162
2025
Q1 		$1.05M Sell
43,514
-6,003
-12% -$144K 0.02% 130
2024
Q4 		$1.19M Hold
49,517
– – 0.02% 128
2024
Q3 		$1.21M Sell
49,517
-3,986
-7% -$96.1K 0.02% 133
2024
Q2 		$1.27M Hold
53,503
– – 0.02% 133
2024
Q1 		$1.27M Sell
53,503
-4,257
-7% -$101K 0.02% 126
2023
Q4 		$1.38M Buy
57,760
+2,644
+5% +$61.7K 0.02% 181
2023
Q3 		$1.27M Buy
55,116
+307
+0.6% +$7.16K 0.02% 189
2023
Q2 		$1.29M Buy
54,809
+754
+1% +$17.8K 0.02% 204
2023
Q1 		$1.3M Buy
54,055
+29,799
+123% +$704K 0.02% 205
2022
Q4 		$566K Sell
24,256
-1,049
-4% -$24.3K 0.01% 290
2022
Q3 		$583K Buy
+25,305
New +$605K 0.01% 281
2022
Q2 		– Sell
-24,436
Closed -$609K – 360
2022
Q1 		$609K Buy
24,436
+1,738
+8% +$44.6K 0.01% 300
2021
Q4 		$602K Sell
22,698
-3,285
-13% -$87.5K 0.01% 299
2021
Q3 		$701K Buy
25,983
+11,109
+75% +$301K 0.01% 282
2021
Q2 		$402K Buy
14,874
+3,710
+33% +$100K 0.01% 328
2021
Q1 		$298K Buy
+11,164
New +$304K 0.01% 326

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Meitav Investment House's IBDS Position: Q2 2026 in Review

Meitav Investment House reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q2 2026, selling an estimated $63.6K and leaving 13,752 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Meitav Investment House first reported a position in IBDS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2023. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Meitav Investment House held 13,752 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $333K as of Q2 2026.
  • Meitav Investment House sold 2,629 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $63.6K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #285 holding.
  • Meitav Investment House first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
  • Meitav Investment House's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.38M in Q4 2023.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.