Hudson Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hudson Capital Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,150	Closed	-$262K	–	68
2022 Q1	$262K	Sell	2,150 -669	-24%	-$83.9K	0.1%	58
2021 Q4	$363K	Hold	2,819	–	–	0.13%	57
2021 Q3	$367K	Hold	2,819	–	–	0.15%	54
2021 Q2	$368K	Sell	2,819 -150	-5%	-$19.6K	0.15%	51
2021 Q1	$386K	Hold	2,969	–	–	0.17%	52
2020 Q4	$395K	Sell	2,969 -150	-5%	-$19.9K	0.18%	53
2020 Q3	$417K	Buy	3,119 +320	+11%	+$42.8K	0.2%	51
2020 Q2	$374K	Buy	2,799 +80	+3%	+$10.7K	0.2%	54
2020 Q1	$363K	Buy	2,719 +1,000	+58%	+$129K	0.24%	51
2019 Q4	$216K	Hold	1,719	–	–	0.11%	66
2019 Q3	$218K	Hold	1,719	–	–	0.12%	68
2019 Q2	$216K	Sell	1,719 -679	-28%	-$84K	0.12%	76
2019 Q1	$295K	Sell	2,398 -205	-8%	-$25K	0.18%	69
2018 Q4	$316K	Sell	2,603 -100	-4%	-$11.9K	0.23%	67
2018 Q3	$322K	Hold	2,703	–	–	0.25%	67
2018 Q2	$324K	Hold	2,703	–	–	0.23%	70
2018 Q1	$326K	Hold	2,703	–	–	0.24%	70
2017 Q4	$330K	Buy	+2,703	New	+$332K	0.24%	73

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hudson Capital Management's IEI Position: Q2 2022 in Review

Hudson Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 2,150 shares — an estimated $262K sold.

Hudson Capital Management first reported a position in IEI in Q4 2017 and held it in 18 quarters. The position peaked at $417K in Q3 2020. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Hudson Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Hudson Capital Management sold 2,150 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $262K.
Hudson Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
Hudson Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $417K in Q3 2020.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Hudson Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.