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Carmichael Hill & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Carmichael Hill & Associates’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-917
Closed -$21.8K – 799
2023
Q1 		$21.8K Hold
917
– – 0.01% 442
2022
Q4 		$21.4K Hold
917
– – 0.01% 456
2022
Q3 		$21K Buy
+917
New +$21.8K 0.01% 463

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Carmichael Hill & Associates's IBDR Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2023, closing a stake of 917 shares — an estimated $21.8K sold.

Carmichael Hill & Associates first reported a position in IBDR in Q3 2022 and held it in 3 quarters. The position peaked at $21.8K in Q1 2023. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 917 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $21.8K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $21.8K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.