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IBTE

Carmichael Hill & Associates’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Carmichael Hill & Associates’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-428
Closed -$10.3K – 818
2023
Q1 		$10.3K Hold
428
– – 0.01% 552
2022
Q4 		$10.2K Hold
428
– – 0.01% 552
2022
Q3 		$10K Buy
+428
New +$10.4K 0.01% 575

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2023, closing a stake of 428 shares — an estimated $10.3K sold.

Carmichael Hill & Associates first reported a position in IBTE in Q3 2022 and held it in 3 quarters. The position peaked at $10.3K in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTE as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 428 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2023, an estimated $10.3K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $10.3K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2023.

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