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Meitav Investment House’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Meitav Investment House’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
52,641
+1,836
+4% +$47.3K 0.01% 216
2026
Q1 		$1.31M Sell
50,805
-2,945
-5% -$76.9K 0.01% 150
2025
Q4 		$1.4M Sell
53,750
-1,033
-2% -$27.1K 0.02% 160
2025
Q3 		$1.44M Buy
54,783
+6,901
+14% +$179K 0.02% 146
2025
Q2 		$1.24M Buy
47,882
+766
+2% +$19.4K 0.02% 141
2025
Q1 		$1.2M Buy
47,116
+27,712
+143% +$701K 0.02% 126
2024
Q4 		$486K Buy
+19,404
New +$497K 0.01% 164

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Meitav Investment House increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 3.6% in Q2 2026, buying an estimated $47.3K and bringing the position to 52,641 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #216.

Meitav Investment House first reported a position in IBDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Meitav Investment House held 52,641 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.36M as of Q2 2026.
  • Meitav Investment House bought 1,836 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $47.3K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Meitav Investment House's portfolio in Q2 2026, its #216 holding.
  • Meitav Investment House first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Meitav Investment House's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.44M in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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