Meitav Investment House’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	63,000 +13,460	+27%	+$297K	0.02%	149
2025 Q4	$1.09M	Sell	49,540 -6,242	-11%	-$138K	0.01%	167
2025 Q3	$1.23M	Sell	55,782 -6,964	-11%	-$153K	0.02%	158
2025 Q2	$1.38M	Sell	62,746 -1,322	-2%	-$28.6K	0.02%	137
2025 Q1	$1.39M	Sell	64,068 -4,553	-7%	-$97.9K	0.03%	123
2024 Q4	$1.46M	Buy	68,621 +3,403	+5%	+$73.6K	0.02%	121
2024 Q3	$1.44M	Buy	65,218 +9,088	+16%	+$198K	0.02%	125
2024 Q2	$1.19M	Buy	56,130 +2,370	+4%	+$50.1K	0.02%	138
2024 Q1	$1.15M	Buy	+53,760	New	+$1.15M	0.02%	132

Other funds holding IBDV

Bank of America

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Raymond James Financial

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return