Hudson Valley Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-177,502	Closed	-$14.5M	–	188
2024 Q2	$14.5M	Buy	177,502 +136,988	+338%	+$11.1M	1.89%	11
2024 Q1	$3.31M	Sell	40,514 -136,988	-77%	-$11.2M	0.4%	67
2023 Q4	$14.5M	Sell	177,502 -46,372	-21%	-$3.77M	1.99%	9
2023 Q3	$18.1M	Sell	223,874 -19,094	-8%	-$1.55M	2.56%	8
2023 Q2	$19.7M	Sell	242,968 -12,000	-5%	-$981K	2.67%	7
2023 Q1	$20.9M	Sell	254,968 -21,130	-8%	-$1.72M	2.93%	4
2022 Q4	$22.4M	Sell	276,098 -33,925	-11%	-$2.75M	3.39%	3
2022 Q3	$25.2M	Sell	310,023 -72,533	-19%	-$5.97M	4.04%	2
2022 Q2	$31.7M	Sell	382,556 -9,021	-2%	-$748K	4.93%	1
2022 Q1	$32.6M	Buy	+391,577	New	+$33.1M	4.38%	2

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hudson Valley Investment Advisors's SHY Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2024, closing a stake of 177,502 shares — an estimated $14.5M sold.

Hudson Valley Investment Advisors first reported a position in SHY in Q1 2022 and held it in 10 quarters. The position peaked at $32.6M in Q1 2022. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

Hudson Valley Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Hudson Valley Investment Advisors sold 177,502 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $14.5M.
Hudson Valley Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 10 quarters.
Hudson Valley Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $32.6M in Q1 2022.
1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.