Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-95,500	Closed	-$2.37M	–	411
2023 Q4	$2.37M	Buy	95,500 +4,436	+5%	+$109K	0.05%	106
2023 Q3	$2.22M	Buy	91,064 +10,058	+12%	+$245K	0.05%	109
2023 Q2	$1.98M	Buy	+81,006	New	+$1.98M	0.05%	116

Other funds holding IBDQ

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 95,500 shares — an estimated $2.37M sold.

Migdal Insurance & Financial Holdings first reported a position in IBDQ in Q2 2023 and held it in 3 quarters. The position peaked at $2.37M in Q4 2023. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

Migdal Insurance & Financial Holdings reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 95,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $2.37M.
Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 3 quarters.
Migdal Insurance & Financial Holdings's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.37M in Q4 2023.
347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

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