Hudson Valley Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-132,528
| Closed | -$15M | – | 184 |
|
|
2023
Q3 | $15M | Sell |
132,528
-3,921
| -3% | -$444K | 2.11% | 12 |
|
|
2023
Q2 | $15.7M | Sell |
136,449
-1,095
| -0.8% | -$126K | 2.13% | 11 |
|
|
2023
Q1 | $16.2M | Sell |
137,544
-1,555
| -1% | -$183K | 2.26% | 10 |
|
|
2022
Q4 | $16M | Sell |
139,099
-7,488
| -5% | -$860K | 2.42% | 8 |
|
|
2022
Q3 | $16.8M | Sell |
146,587
-1,510
| -1% | -$173K | 2.69% | 7 |
|
|
2022
Q2 | $17.7M | Sell |
148,097
-1,018
| -0.7% | -$121K | 2.75% | 7 |
|
|
2022
Q1 | $18.2M | Buy |
+149,115
| New | +$18.2M | 2.44% | 8 |
|