Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$393K	Hold	16,220	–	–	﹤0.01%	190
2025 Q4	$393K	Buy	+16,220	New	+$393K	﹤0.01%	187

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IBDR Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 16,220 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Migdal Insurance & Financial Holdings first reported a position in IBDR in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Migdal Insurance & Financial Holdings held 16,220 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $393K as of Q1 2026.
Migdal Insurance & Financial Holdings left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #190 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.