Carmichael Hill & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Carmichael Hill & Associates’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$56K	Buy	+571	New	+$55.2K	0.02%	350
2022 Q3	–	Sell	-87	Closed	-$9K	–	841
2022 Q2	$9K	Hold	87	–	–	﹤0.01%	582
2022 Q1	$9K	Hold	87	–	–	﹤0.01%	618
2021 Q4	$10K	Sell	87 -579	-87%	-$66.6K	﹤0.01%	616
2021 Q3	$77K	Hold	666	–	–	0.04%	280
2021 Q2	$77K	Hold	666	–	–	0.04%	277
2021 Q1	$75K	Hold	666	–	–	0.04%	273
2020 Q4	$80K	Buy	666 +332	+99%	+$39.9K	0.05%	256
2020 Q3	$41K	Buy	334 +122	+58%	+$14.9K	0.03%	320
2020 Q2	$26K	Buy	212 +32	+18%	+$3.89K	0.02%	378
2020 Q1	$22K	Sell	180 -55	-23%	-$6.33K	0.02%	366
2019 Q4	$26K	Buy	+235	New	+$26.2K	0.02%	358

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carmichael Hill & Associates's IEF Position: Q3 2024 in Review

Carmichael Hill & Associates opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024: 571 shares worth $56K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings. This is a return to the name: Carmichael Hill & Associates previously reported a position in IEF as recently as Q2 2022.

Carmichael Hill & Associates first reported a position in IEF in Q4 2019 and has held it in 12 quarters since. The position peaked at $80K in Q4 2020. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Carmichael Hill & Associates held 571 shares of iShares 7-10 Year Treasury Bond ETF worth $56K as of Q3 2024.
iShares 7-10 Year Treasury Bond ETF was a new Carmichael Hill & Associates position in Q3 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #350 holding.
Carmichael Hill & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Carmichael Hill & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $80K in Q4 2020.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.