Meitav Investment House’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.11M	Buy	119,534 +21,029	+21%	+$548K	0.02%	159
2026 Q1	$2.57M	Sell	98,505 -598	-0.6%	-$15.8K	0.03%	125
2025 Q4	$2.61M	Buy	99,103 +392	+0.4%	+$10.4K	0.03%	127
2025 Q3	$2.61M	Sell	98,711 -1,464	-1%	-$38.3K	0.03%	124
2025 Q2	$2.61M	Sell	100,175 -4,093	-4%	-$105K	0.04%	110
2025 Q1	$2.68M	Buy	104,268 +51,836	+99%	+$1.32M	0.05%	102
2024 Q4	$1.33M	Buy	+52,432	New	+$1.36M	0.02%	125

Other funds holding IBDZ

CIA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Meitav Investment House increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 21% in Q2 2026, buying an estimated $548K and bringing the position to 119,534 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #159.

Meitav Investment House first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Meitav Investment House held 119,534 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.11M as of Q2 2026.
Meitav Investment House bought 21,029 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $548K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Meitav Investment House's portfolio in Q2 2026, its #159 holding.
Meitav Investment House first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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