MIFH
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return