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IBTD

Carmichael Hill & Associates’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Carmichael Hill & Associates’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-498
Closed -$12.4K – 820
2023
Q1 		$12.4K Hold
498
– – 0.01% 522
2022
Q4 		$12.3K Sell
498
-40
-7% -$989 0.01% 526
2022
Q3 		$13K Buy
+538
New +$13.4K 0.01% 533

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 498 shares — an estimated $12.4K sold.

Carmichael Hill & Associates first reported a position in IBTD in Q3 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 498 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $12.4K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $13K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

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