HVIA
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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

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
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Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return