HVIA
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Hudson Valley Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,783
Closed -$416K – 222
2022
Q4 		$416K Buy
+3,783
New +$416K 0.06% 165

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Envestnet Asset Management
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Bank of America
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Charles Schwab
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Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SW
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Valley Investment Advisors's SHV Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 3,783 shares — an estimated $416K sold.

Hudson Valley Investment Advisors first reported a position in SHV in Q4 2022 and held it in 1 quarter. The position peaked at $416K in Q4 2022. 612 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,783 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $416K.
  • Hudson Valley Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $416K in Q4 2022.
  • 612 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.