Carmichael Hill & Associates’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Carmichael Hill & Associates’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-105	Closed	-$11K	–	834
2022 Q2	$11K	Hold	105	–	–	0.01%	537
2022 Q1	$12K	Hold	105	–	–	0.01%	563
2021 Q4	$13K	Hold	105	–	–	0.01%	576
2021 Q3	$13K	Hold	105	–	–	0.01%	562
2021 Q2	$13K	Hold	105	–	–	0.01%	565
2021 Q1	$13K	Hold	105	–	–	0.01%	554
2020 Q4	$13K	Hold	105	–	–	0.01%	530
2020 Q3	$13K	Hold	105	–	–	0.01%	490
2020 Q2	$13K	Hold	105	–	–	0.01%	464
2020 Q1	$13K	Hold	105	–	–	0.01%	423
2019 Q4	$12K	Buy	+105	New	+$12.4K	0.01%	461

Other funds holding AGGM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carmichael Hill & Associates's AGGM Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q3 2022, closing a stake of 105 shares — an estimated $11K sold.

Carmichael Hill & Associates first reported a position in AGGM in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2021. 59 funds tracked by Wall St. Rank hold AGGM as of Q3 2022.

Carmichael Hill & Associates reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 105 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q3 2022, an estimated $11K.
Carmichael Hill & Associates first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2019 and held it in 11 quarters.
Carmichael Hill & Associates's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $13K in Q4 2021.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.