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Meitav Investment House’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Meitav Investment House’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,691
Closed -$117K – 431
2023
Q2 		$117K Buy
+1,691
New +$118K ﹤0.01% 378

Other funds holding ISHG

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
ADE LLC Baltimore, Maryland $209M AUM 15.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Meitav Investment House's ISHG Position: Q3 2023 in Review

Meitav Investment House sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2023, closing a stake of 1,691 shares — an estimated $117K sold.

Meitav Investment House first reported a position in ISHG in Q2 2023 and held it in 1 quarter. The position peaked at $117K in Q2 2023. 25 funds tracked by Wall St. Rank hold ISHG as of Q3 2023.

  • Meitav Investment House reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,691 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2023, an estimated $117K.
  • Meitav Investment House first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's iShares 1-3 Year International Treasury Bond ETF position peaked at $117K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.