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Carmichael Hill & Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Carmichael Hill & Associates’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-640
Closed -$16K – 801
2023
Q1 		$16K Hold
640
– – 0.01% 485
2022
Q4 		$15.5K Hold
640
– – 0.01% 495
2022
Q3 		$15K Buy
+640
New +$16K 0.01% 516

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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2023, closing a stake of 640 shares — an estimated $16K sold.

Carmichael Hill & Associates first reported a position in IBDT in Q3 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2023. 155 funds tracked by Wall St. Rank hold IBDT as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 640 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2023, an estimated $16K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $16K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2023.

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