Carmichael Hill & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$22K	Sell	184 -34	-16%	-$4.02K	0.01%	494
2024 Q2	$25.2K	Hold	218	–	–	0.01%	446
2024 Q1	$25.2K	Hold	218	–	–	0.01%	442
2023 Q4	$25.5K	Hold	218	–	–	0.01%	438
2023 Q3	$24.7K	Hold	218	–	–	0.01%	436
2023 Q2	$25.1K	Hold	218	–	–	0.01%	436
2023 Q1	$25.6K	Hold	218	–	–	0.01%	415
2022 Q4	$25K	Hold	218	–	–	0.01%	428
2022 Q3	$25K	Hold	218	–	–	0.01%	433
2022 Q2	$26K	Buy	+218	New	+$26.1K	0.01%	426

Other funds holding IEI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Carmichael Hill & Associates reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q3 2024, selling an estimated $4.02K and leaving 184 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #494.

Carmichael Hill & Associates first reported a position in IEI in Q2 2022 and has held it in 10 quarters since. The position peaked at $26K in Q2 2022. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

Carmichael Hill & Associates held 184 shares of iShares 3-7 Year Treasury Bond ETF worth $22K as of Q3 2024.
Carmichael Hill & Associates sold 34 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $4.02K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #494 holding.
Carmichael Hill & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
Carmichael Hill & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $26K in Q2 2022.
724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

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