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Migdal Insurance & Financial Holdings’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$12K – 414
2024
Q3 		$12K Buy
+500
New +$11.6K ﹤0.01% 326

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IBDU Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2024, closing a stake of 500 shares — an estimated $12K sold.

Migdal Insurance & Financial Holdings first reported a position in IBDU in Q3 2024 and held it in 1 quarter. The position peaked at $12K in Q3 2024. 256 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 500 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $12K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $12K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.