Hudson Valley Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hudson Valley Investment Advisors’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
2023 Q4	–	Sell	-132,528	Closed	-$15M	–	184
2023 Q3	$15M	Sell	132,528 -3,921	-3%	-$448K	2.11%	12
2023 Q2	$15.7M	Sell	136,449 -1,095	-0.8%	-$128K	2.13%	11
2023 Q1	$16.2M	Sell	137,544 -1,555	-1%	-$181K	2.26%	10
2022 Q4	$16M	Sell	139,099 -7,488	-5%	-$859K	2.42%	8
2022 Q3	$16.8M	Sell	146,587 -1,510	-1%	-$179K	2.69%	7
2022 Q2	$17.7M	Sell	148,097 -1,018	-0.7%	-$122K	2.75%	7
2022 Q1	$18.2M	Buy	+149,115	New	+$18.7M	2.44%	8

Other funds holding IEI

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CSIA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Hudson Valley Investment Advisors's IEI Position: Q4 2023 in Review

Hudson Valley Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 132,528 shares — an estimated $15M sold.

Hudson Valley Investment Advisors first reported a position in IEI in Q1 2022 and held it in 7 quarters. The position peaked at $18.2M in Q1 2022. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Hudson Valley Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 132,528 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $15M.
Hudson Valley Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Hudson Valley Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $18.2M in Q1 2022.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.