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Migdal Insurance & Financial Holdings’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Migdal Insurance & Financial Holdings’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
2023
Q3 		– Sell
-645
Closed -$27K – 519
2023
Q2 		$27K Sell
645
-1,625
-72% -$67K ﹤0.01% 363
2023
Q1 		$94K Buy
2,270
+1,135
+100% +$47K ﹤0.01% 320
2022
Q4 		$46K Buy
+1,135
New +$46.4K ﹤0.01% 320
2022
Q3 		– Sell
-870
Closed -$35K – 600
2022
Q2 		$35K Sell
870
-800
-48% -$33.8K ﹤0.01% 407
2022
Q1 		$74K Buy
+1,670
New +$74K ﹤0.01% 394
2020
Q4 		– Sell
-130
Closed -$6K – 719
2020
Q3 		$6K Hold
130
– – ﹤0.01% 648
2020
Q2 		$6K Hold
130
– – ﹤0.01% 647
2020
Q1 		$5K Hold
130
– – ﹤0.01% 622
2019
Q4 		$6K Hold
130
– – ﹤0.01% 721
2019
Q3 		$6K Hold
130
– – ﹤0.01% 727
2019
Q2 		$6K Hold
130
– – ﹤0.01% 723
2019
Q1 		$6K Hold
130
– – ﹤0.01% 685
2018
Q4 		$6K Hold
130
– – ﹤0.01% 679
2018
Q3 		$6K Hold
130
– – ﹤0.01% 762
2018
Q2 		$6K Hold
130
– – ﹤0.01% 729
2018
Q1 		$6K Sell
130
-34,100
-100% -$1.6M ﹤0.01% 564
2017
Q4 		$1.61M Buy
34,230
+34,100
+26,231% +$1.61M 0.04% 177
2017
Q3 		$6K Hold
130
– – ﹤0.01% 531
2017
Q2 		$6K Hold
130
– – ﹤0.01% 450
2017
Q1 		$6K Buy
+130
New +$6.19K ﹤0.01% 450

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Migdal Insurance & Financial Holdings's SHYG Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 645 shares — an estimated $27K sold.

Migdal Insurance & Financial Holdings first reported a position in SHYG in Q1 2017 and held it in 20 quarters. The position peaked at $1.61M in Q4 2017. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

  • Migdal Insurance & Financial Holdings reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 645 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $27K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and held it in 20 quarters.
  • Migdal Insurance & Financial Holdings's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.61M in Q4 2017.
  • 468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.