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Meitav Investment House’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Meitav Investment House’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08M Buy
133,260
+41,910
+46% +$971K 0.02% 160
2026
Q1 		$2.12M Sell
91,350
-17,112
-16% -$400K 0.02% 133
2025
Q4 		$2.54M Buy
108,462
+3,974
+4% +$93.1K 0.03% 129
2025
Q3 		$2.45M Buy
104,488
+3,250
+3% +$75.9K 0.03% 125
2025
Q2 		$2.36M Buy
101,238
+4,812
+5% +$111K 0.03% 114
2025
Q1 		$2.23M Buy
96,426
+163
+0.2% +$3.74K 0.04% 108
2024
Q4 		$2.19M Sell
96,263
-2,524
-3% -$58.1K 0.04% 109
2024
Q3 		$2.32M Buy
98,787
+8,797
+10% +$204K 0.04% 111
2024
Q2 		$2.04M Buy
89,990
+9,971
+12% +$225K 0.04% 118
2024
Q1 		$1.83M Buy
80,019
+59,977
+299% +$1.37M 0.04% 117
2023
Q4 		$462K Buy
20,042
+3,131
+19% +$69.4K 0.01% 251
2023
Q3 		$370K Sell
16,911
-778
-4% -$17.3K 0.01% 269
2023
Q2 		$397K Buy
+17,689
New +$401K 0.01% 294

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

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

Meitav Investment House increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 46% in Q2 2026, buying an estimated $971K and bringing the position to 133,260 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #160.

Meitav Investment House first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Meitav Investment House held 133,260 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.08M as of Q2 2026.
  • Meitav Investment House bought 41,910 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $971K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Meitav Investment House's portfolio in Q2 2026, its #160 holding.
  • Meitav Investment House first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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