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Carmel Capital Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Carmel Capital Partners’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28
Closed -$1.02K – 403
2023
Q3 		$1.02K Buy
+28
New +$1.09K ﹤0.01% 673

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Morgan Stanley
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JP Morgan Chase
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
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WBG
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Carmel Capital Partners's IFRA Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares US Infrastructure ETF (IFRA) in Q4 2023, closing a stake of 28 shares — an estimated $1.02K sold.

Carmel Capital Partners first reported a position in IFRA in Q3 2023 and held it in 1 quarter. The position peaked at $1.02K in Q3 2023. 379 funds tracked by Wall St. Rank hold IFRA as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares US Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 28 iShares US Infrastructure ETF shares in Q4 2023, an estimated $1.02K.
  • Carmel Capital Partners first reported a position in iShares US Infrastructure ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's iShares US Infrastructure ETF position peaked at $1.02K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.