HVIA
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Hudson Valley Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Hudson Valley Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,581
Closed -$1.12M – 172
2024
Q4 		$1.12M Sell
21,581
-2,005
-9% -$104K 0.13% 94
2024
Q3 		$1.24M Sell
23,586
-254,956
-92% -$13.3M 0.14% 90
2024
Q2 		$14.2M Buy
278,542
+89,655
+47% +$4.57M 1.85% 14
2024
Q1 		$9.69M Sell
188,887
-89,655
-32% -$4.59M 1.16% 27
2023
Q4 		$14.2M Sell
278,542
-56,154
-17% -$2.82M 1.95% 14
2023
Q3 		$16.7M Sell
334,696
-40,666
-11% -$2.03M 2.35% 9
2023
Q2 		$18.8M Sell
375,362
-420
-0.1% -$21.2K 2.55% 8
2023
Q1 		$19M Sell
375,782
-27,833
-7% -$1.4M 2.65% 5
2022
Q4 		$20.1M Sell
403,615
-17,760
-4% -$879K 3.04% 4
2022
Q3 		$20.8M Sell
421,375
-705
-0.2% -$35.6K 3.33% 4
2022
Q2 		$21.3M Sell
422,080
-10,017
-2% -$510K 3.32% 4
2022
Q1 		$22.3M Buy
+432,097
New +$22.8M 3% 6

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Hudson Valley Investment Advisors's IGSB Position: Q1 2025 in Review

Hudson Valley Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 21,581 shares — an estimated $1.12M sold.

Hudson Valley Investment Advisors first reported a position in IGSB in Q1 2022 and held it in 12 quarters. The position peaked at $22.3M in Q1 2022. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

  • Hudson Valley Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 21,581 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.12M.
  • Hudson Valley Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
  • Hudson Valley Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $22.3M in Q1 2022.
  • 943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.