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Carmichael Hill & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Carmichael Hill & Associates’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-571
Closed -$13.6K – 800
2023
Q1 		$13.6K Hold
571
– – 0.01% 505
2022
Q4 		$13.3K Hold
571
– – 0.01% 510
2022
Q3 		$13K Buy
+571
New +$13.6K 0.01% 527

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2023, closing a stake of 571 shares — an estimated $13.6K sold.

Carmichael Hill & Associates first reported a position in IBDS in Q3 2022 and held it in 3 quarters. The position peaked at $13.6K in Q1 2023. 183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 571 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2023, an estimated $13.6K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $13.6K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

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