Meitav Investment House’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Meitav Investment House’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,347	Closed	-$336K	–	272
2023 Q4	$336K	Hold	4,347	–	–	﹤0.01%	281
2023 Q3	$323K	Sell	4,347 -215	-5%	-$16.1K	0.01%	279
2023 Q2	$340K	Sell	4,562 -325,758	-99%	-$24.3M	0.01%	303
2023 Q1	$25.1M	Sell	330,320 -395,796	-55%	-$29.6M	0.43%	72
2022 Q4	$53.6M	Sell	726,116 -8	-0%	-$590	0.92%	29
2022 Q3	$52.1M	Buy	+726,124	New	+$54.9M	0.92%	28
2022 Q2	–	Sell	-729,366	Closed	-$60M	–	357
2022 Q1	$60M	Sell	729,366 -5,962	-0.8%	-$498K	0.89%	33
2021 Q4	$64M	Buy	735,328 +6,519	+0.9%	+$566K	1.04%	31
2021 Q3	$63.8M	Buy	728,809 +358,045	+97%	+$31.4M	1.05%	27
2021 Q2	$32.6M	Buy	370,764 +37,931	+11%	+$3.31M	0.83%	41
2021 Q1	$29K	Buy	+332,833	New	+$29M	0.81%	36
2018 Q4	–	Sell	-4,375	Closed	-$378K	–	395
2018 Q3	$378K	Sell	4,375 -195	-4%	-$16.8K	0.02%	366
2018 Q2	$429K	Sell	4,570 -338	-7%	-$29K	0.02%	335
2018 Q1	$420K	Buy	+4,908	New	+$424K	0.02%	267

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meitav Investment House's HYG Position: Q1 2024 in Review

Meitav Investment House sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 4,347 shares — an estimated $336K sold.

Meitav Investment House first reported a position in HYG in Q1 2018 and held it in 14 quarters. The position peaked at $64M in Q4 2021. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

Meitav Investment House reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 4,347 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $336K.
Meitav Investment House first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 14 quarters.
Meitav Investment House's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $64M in Q4 2021.
910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.