MIFH
IBDP

Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,500
Closed -$37K – 524
2023
Q4 		$37K Buy
+1,500
New +$37.2K ﹤0.01% 356

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IBDP Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 1,500 shares — an estimated $37K sold.

Migdal Insurance & Financial Holdings first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $37K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Migdal Insurance & Financial Holdings reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,500 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $37K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $37K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.