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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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ACA
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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 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.