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 Q2	$1.78M	Buy	81,888 +18,888	+30%	+$412K	0.01%	203
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 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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Meitav Investment House increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 30% in Q2 2026, buying an estimated $412K and bringing the position to 81,888 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #203.

Meitav Investment House first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Meitav Investment House held 81,888 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.78M as of Q2 2026.
Meitav Investment House bought 18,888 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $412K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #203 holding.
Meitav Investment House first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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