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

Meitav Investment House’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,958
Closed -$1.8M – 336
2023
Q4 		$1.8M Buy
21,958
+40
+0.2% +$3.25K 0.03% 161
2023
Q3 		$1.77M Sell
21,918
-3,417
-13% -$277K 0.03% 167
2023
Q2 		$2.05M Buy
25,335
+633
+3% +$51.8K 0.03% 173
2023
Q1 		$2.04M Buy
24,702
+6,566
+36% +$535K 0.04% 177
2022
Q4 		$1.47M Sell
18,136
-725
-4% -$58.8K 0.03% 209
2022
Q3 		$1.53M Buy
+18,861
New +$1.55M 0.03% 203
2022
Q2 		– Sell
-19,436
Closed -$1.62M – 377
2022
Q1 		$1.62M Sell
19,436
-923
-5% -$78K 0.02% 232
2021
Q4 		$1.74M Sell
20,359
-1,480
-7% -$127K 0.03% 211
2021
Q3 		$1.88M Sell
21,839
-2,097
-9% -$181K 0.03% 208
2021
Q2 		$2.06M Buy
23,936
+3,790
+19% +$327K 0.05% 177
2021
Q1 		$1.74K Buy
20,146
+3,218
+19% +$278K 0.05% 174
2020
Q4 		$1.46M Buy
16,928
+10,225
+153% +$883K 0.06% 143
2020
Q3 		$580K Buy
6,703
+1,734
+35% +$150K 0.03% 237
2020
Q2 		$431K Buy
4,969
+1,490
+43% +$129K 0.03% 241
2020
Q1 		$302K Buy
3,479
+385
+12% +$32.9K 0.02% 286
2019
Q4 		$262K Sell
3,094
-1,672
-35% -$142K 0.02% 361
2019
Q3 		$407K Buy
4,766
+1,766
+59% +$150K 0.03% 269
2019
Q2 		$254K Sell
3,000
-1,672
-36% -$141K 0.02% 362
2019
Q1 		$393K Buy
4,672
+1,672
+56% +$140K 0.02% 271
2018
Q4 		$251K Sell
3,000
-2,717
-48% -$226K 0.02% 288
2018
Q3 		$474K Sell
5,717
-25
-0.4% -$2.08K 0.02% 325
2018
Q2 		$1.08M Buy
5,742
+2,742
+91% +$228K 0.05% 192
2018
Q1 		$251K Hold
3,000
– – 0.01% 300
2017
Q4 		$252K Buy
+3,000
New +$252K 0.01% 183

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Meitav Investment House sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 21,958 shares — an estimated $1.8M sold.

Meitav Investment House first reported a position in SHY in Q4 2017 and held it in 24 quarters. The position peaked at $2.06M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Meitav Investment House reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 21,958 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.8M.
  • Meitav Investment House first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 24 quarters.
  • Meitav Investment House's iShares 1-3 Year Treasury Bond ETF position peaked at $2.06M in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

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