Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$672K	Sell	27,735 -3,650	-12%	-$88.3K	﹤0.01%	166
2026 Q1	$761K	Sell	31,385 -7,888	-20%	-$191K	0.01%	153
2025 Q4	$954K	Buy	39,273 +4,205	+12%	+$102K	0.01%	139
2025 Q3	$854K	Buy	35,068 +42	+0.1%	+$1.02K	0.01%	149
2025 Q2	$850K	Buy	35,026 +2,978	+9%	+$71.9K	0.01%	148
2025 Q1	$775K	Buy	32,048 +15,193	+90%	+$365K	0.01%	159
2024 Q4	$404K	Buy	16,855 +6,844	+68%	+$165K	0.01%	179
2024 Q3	$244K	Sell	10,011 -313	-3%	-$7.54K	﹤0.01%	207
2024 Q2	$245K	Buy	10,324 +1,589	+18%	+$37.6K	﹤0.01%	209
2024 Q1	$208K	Buy	8,735 +5,723	+190%	+$136K	﹤0.01%	208
2023 Q4	$72K	Buy	+3,012	New	+$70.3K	﹤0.01%	307

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

Migdal Insurance & Financial Holdings's IBDS Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, selling an estimated $88.3K and leaving 27,735 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Migdal Insurance & Financial Holdings first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $954K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Migdal Insurance & Financial Holdings held 27,735 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $672K as of Q2 2026.
Migdal Insurance & Financial Holdings sold 3,650 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $88.3K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #166 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Migdal Insurance & Financial Holdings's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $954K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.