Meitav Investment House’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,858	Closed	-$249K	–	237
2024 Q1	$249K	Hold	5,858	–	–	﹤0.01%	209
2023 Q4	$247K	Hold	5,858	–	–	﹤0.01%	308
2023 Q3	$240K	Sell	5,858 -1,994	-25%	-$82.4K	﹤0.01%	307
2023 Q2	$325K	Sell	7,852 -600	-7%	-$24.7K	0.01%	308
2023 Q1	$353K	Sell	8,452 -455	-5%	-$18.8K	0.01%	306
2022 Q4	$364K	Sell	8,907 -250	-3%	-$10.2K	0.01%	309
2022 Q3	$367K	Buy	+9,157	New	+$379K	0.01%	307
2022 Q2	–	Sell	-7,521	Closed	-$330K	–	378
2022 Q1	$330K	Buy	7,521 +572	+8%	+$25.3K	﹤0.01%	336
2021 Q4	$314K	Sell	6,949 -448	-6%	-$20.3K	0.01%	341
2021 Q3	$337K	Buy	7,397 +468	+7%	+$21.4K	0.01%	342
2021 Q2	$319K	Buy	6,929 +2,089	+43%	+$95.7K	0.01%	354
2021 Q1	$222	Buy	+4,840	New	+$220K	0.01%	352

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JSTA

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meitav Investment House's SHYG Position: Q2 2024 in Review

Meitav Investment House sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 5,858 shares — an estimated $249K sold.

Meitav Investment House first reported a position in SHYG in Q1 2021 and held it in 12 quarters. The position peaked at $367K in Q3 2022. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Meitav Investment House reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Meitav Investment House sold 5,858 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $249K.
Meitav Investment House first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
Meitav Investment House's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $367K in Q3 2022.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Meitav Investment House's 13F filing for Q2 2024, filed 29 Jul 2024.