MIFH
BSJO

Migdal Insurance & Financial Holdings’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,220
Closed -$28K – 510
2024
Q3 		$28K Sell
1,220
-890
-42% -$20.2K ﹤0.01% 276
2024
Q2 		$48K Sell
2,110
-460,000
-100% -$10.5M ﹤0.01% 303
2024
Q1 		$10.5M Buy
462,110
+29,753
+7% +$676K 0.17% 77
2023
Q4 		$9.82M Buy
432,357
+88,307
+26% +$1.99M 0.2% 75
2023
Q3 		$7.74M Sell
344,050
-17,922
-5% -$404K 0.17% 81
2023
Q2 		$8.14M Buy
361,972
+26,199
+8% +$587K 0.19% 75
2023
Q1 		$7.54M Buy
335,773
+12,146
+4% +$272K 0.17% 69
2022
Q4 		$7.16M Buy
323,627
+134,481
+71% +$2.97M 0.16% 68
2022
Q3 		$4.09M Buy
+189,146
New +$4.22M 0.09% 90

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSJO Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 1,220 shares — an estimated $28K sold.

Migdal Insurance & Financial Holdings first reported a position in BSJO in Q3 2022 and held it in 9 quarters. The position peaked at $10.5M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,220 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $28K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • Migdal Insurance & Financial Holdings's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $10.5M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.