First International Bank of Israel Ltd. IBDU — ISHARES TR

Ownership history in First International Bank of Israel Ltd.  ·  5 quarters on record

AI Ownership Summary

First International Bank of Israel Ltd. reported ISHARES TR (IBDU) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 5.43% in 2025 Q2. The latest visible filing shows IBDU at 2.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First International Bank of Israel Ltd.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBDU was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.43% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDU stock page First International Bank of Israel Ltd. fund profile First International Bank of Israel Ltd. full holdings
How First International Bank of Israel Ltd. held IBDU — position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 395,000 — 0% 2.49% $9.1M 2026-08-12 $22.96
2026 Q1 REDUCED — — — 395,000 -652 -0.2% 2.70% $9.2M 2026-05-14 $22.79
2025 Q4 ADDED — — — 395,652 +652 +0.2% 4.42% $9.3M 2026-02-12 $22.86
2025 Q3 UNCHANGED — — — 395,000 — 0% 5.26% $9.3M 2025-11-12 $22.53
2025 Q2 INITIATED — — — 395,000 — — 5.43% $9.2M 2025-08-14 $22.23

🏢 Other funds also holding IBDU

As of 2026 Q2 — sorted by position size

SHUFRO ROSE & CO LLC 3Y 7Y 11.53% Seven Springs Wealth Group, LLC 3Y 5.87% Gratus Wealth Advisors, LLC 4.57% Ruggaard & Associates LLC 3Y 4.39% Breachway Investments LLC 3.76% Peloton Wealth Strategists 3Y 7Y 3.47% ARCADIA INVESTMENT ADVISORS LLC 3.4% Windsor Capital Management, LLC 3Y 7Y 3.39% PFG Private Wealth Management, LLC 3Y 3.3% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.88%

FAQ About First International Bank of Israel Ltd. and IBDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has First International Bank of Israel Ltd. reported owning IBDU?

First International Bank of Israel Ltd. reported IBDU across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IBDU position in First International Bank of Israel Ltd.'s portfolio?

The largest reported portfolio weight for IBDU was 5.43% in 2025 Q2.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2026 Q2, when First International Bank of Israel Ltd. reported 395,000 shares, equal to 2.49% of portfolio, with an estimated market value of $9.1M.

What does the chart on this IBDU ownership page compare?

The chart compares First International Bank of Israel Ltd.'s quarterly IBDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First International Bank of Israel Ltd. time their IBDU position?

Based on 13F filing dates vs. subsequent IBDU price moves, First International Bank of Israel Ltd. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IBDU relative to SPY over the holding period was -14.8%.

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