MIFH
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Migdal Insurance & Financial Holdings’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-800
Closed -$88K – 746
2018
Q4 		$88K Hold
800
– – ﹤0.01% 498
2018
Q3 		$88K Hold
800
– – ﹤0.01% 607
2018
Q2 		$88K Hold
800
– – ﹤0.01% 531
2018
Q1 		$88K Hold
800
– – ﹤0.01% 416
2017
Q4 		$88K Hold
800
– – ﹤0.01% 385
2017
Q3 		$88K Buy
+800
New +$88.3K ﹤0.01% 376

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SHV Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2019, closing a stake of 800 shares — an estimated $88K sold.

Migdal Insurance & Financial Holdings first reported a position in SHV in Q3 2017 and held it in 6 quarters. The position peaked at $88K in Q4 2018. 305 funds tracked by Wall St. Rank hold SHV as of Q1 2019.

  • Migdal Insurance & Financial Holdings reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 800 iShares 0-1 Year Treasury Bond ETF shares in Q1 2019, an estimated $88K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2017 and held it in 6 quarters.
  • Migdal Insurance & Financial Holdings's iShares 0-1 Year Treasury Bond ETF position peaked at $88K in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.