Psagot Value Holdings’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Psagot Value 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
2019 Q3	–	Sell	-241	Closed	-$11K	–	425
2019 Q2	$11K	Hold	241	–	–	﹤0.01%	380
2019 Q1	$11K	Hold	241	–	–	﹤0.01%	409
2018 Q4	$11K	Hold	241	–	–	﹤0.01%	401
2018 Q3	$11K	Hold	241	–	–	﹤0.01%	342
2018 Q2	$11K	Hold	241	–	–	﹤0.01%	313
2018 Q1	$11K	Hold	241	–	–	﹤0.01%	310
2017 Q4	$11K	Buy	+241	New	+$11.4K	﹤0.01%	276

Other funds holding SHYG

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Psagot Value Holdings's SHYG Position: Q3 2019 in Review

Psagot Value Holdings sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2019, closing a stake of 241 shares — an estimated $11K sold.

Psagot Value Holdings first reported a position in SHYG in Q4 2017 and held it in 7 quarters. The position peaked at $11K in Q2 2019. 243 funds tracked by Wall St. Rank hold SHYG as of Q3 2019.

Psagot Value Holdings reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Psagot Value Holdings sold 241 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2019, an estimated $11K.
Psagot Value Holdings first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Psagot Value Holdings's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11K in Q2 2019.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2019.

Based on Psagot Value Holdings's 13F filing for Q3 2019, filed 27 Nov 2019.