Migdal Insurance & Financial Holdings’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Sell	53,016 -17,824	-25%	-$406K	0.01%	136
2026 Q1	$1.62M	Hold	70,840	–	–	0.01%	123
2025 Q4	$1.63M	Sell	70,840 -19,000	-21%	-$441K	0.01%	122
2025 Q3	$2.1M	Buy	+89,840	New	+$2.09M	0.02%	117

Other funds holding IBHF

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

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 25% in Q2 2026, selling an estimated $406K and leaving 53,016 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #136.

Migdal Insurance & Financial Holdings first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Migdal Insurance & Financial Holdings held 53,016 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.2M as of Q2 2026.
Migdal Insurance & Financial Holdings sold 17,824 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $406K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #136 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
Migdal Insurance & Financial Holdings's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.1M in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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