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Carmichael Hill & Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Carmichael Hill & Associates’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-426
Closed -$10K – 802
2023
Q1 		$10K Hold
426
– – ﹤0.01% 559
2022
Q4 		$9.92K Hold
426
– – 0.01% 557
2022
Q3 		$10K Buy
+426
New +$10.1K 0.01% 562

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2023, closing a stake of 426 shares — an estimated $10K sold.

Carmichael Hill & Associates first reported a position in IBTF in Q3 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 162 funds tracked by Wall St. Rank hold IBTF as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 426 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2023, an estimated $10K.
  • Carmichael Hill & Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $10K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2023.

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