Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$13K	–	394
2025 Q4	$13K	Hold	500	–	–	﹤0.01%	328
2025 Q3	$13K	Hold	500	–	–	﹤0.01%	309
2025 Q2	$13K	Sell	500 -2,040	-80%	-$51.4K	﹤0.01%	315
2025 Q1	$64K	Sell	2,540 -2,590	-50%	-$64.9K	﹤0.01%	269
2024 Q4	$128K	Hold	5,130	–	–	﹤0.01%	221
2024 Q3	$131K	Buy	5,130 +500	+11%	+$12.6K	﹤0.01%	224
2024 Q2	$115K	Hold	4,630	–	–	﹤0.01%	239
2024 Q1	$115K	Buy	+4,630	New	+$115K	﹤0.01%	229

Other funds holding IBDT

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

CIA

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

CAI

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

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

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

HPC

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

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

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

Migdal Insurance & Financial Holdings sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 500 shares — an estimated $13K sold.

Migdal Insurance & Financial Holdings first reported a position in IBDT in Q1 2024 and held it in 8 quarters. The position peaked at $131K in Q3 2024. 424 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 500 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $13K.
Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $131K in Q3 2024.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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