Meitav Investment House’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	58,123 -7,465	-11%	-$188K	0.01%	212
2026 Q1	$1.66M	Sell	65,588 -3,138	-5%	-$79.8K	0.02%	141
2025 Q4	$1.75M	Buy	68,726 +3,586	+6%	+$91.3K	0.02%	149
2025 Q3	$1.66M	Buy	65,140 +10,145	+18%	+$258K	0.02%	138
2025 Q2	$1.4M	Sell	54,995 -2,780	-5%	-$70.1K	0.02%	135
2025 Q1	$1.46M	Sell	57,775 -3,344	-5%	-$83.8K	0.03%	121
2024 Q4	$1.52M	Buy	61,119 +3,643	+6%	+$91.5K	0.03%	119
2024 Q3	$1.47M	Sell	57,476 -1,286	-2%	-$32.4K	0.02%	124
2024 Q2	$1.45M	Sell	58,762 -234	-0.4%	-$5.77K	0.03%	129
2024 Q1	$1.47M	Buy	58,996 +14,427	+32%	+$359K	0.03%	123
2023 Q4	$1.12M	Buy	44,569 +12,055	+37%	+$293K	0.02%	192
2023 Q3	$781K	Sell	32,514 -10,473	-24%	-$255K	0.01%	221
2023 Q2	$1.05M	Buy	42,987 +1,084	+3%	+$26.8K	0.02%	216
2023 Q1	$1.05M	Buy	+41,903	New	+$1.03M	0.02%	223

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Meitav Investment House reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, selling an estimated $188K and leaving 58,123 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #212.

Meitav Investment House first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Meitav Investment House held 58,123 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.47M as of Q2 2026.
Meitav Investment House sold 7,465 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $188K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #212 holding.
Meitav Investment House first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Meitav Investment House's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.75M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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