Carmichael Hill & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-946	Closed	-$43.7K	–	804
2023 Q1	$43.7K	Hold	946	–	–	0.02%	349
2022 Q4	$42.5K	Hold	946	–	–	0.02%	366
2022 Q3	$42K	Hold	946	–	–	0.02%	354
2022 Q2	$44K	Hold	946	–	–	0.02%	353
2022 Q1	$47K	Hold	946	–	–	0.02%	375
2021 Q4	$50K	Hold	946	–	–	0.02%	367
2021 Q3	$50K	Hold	946	–	–	0.02%	347
2021 Q2	$51K	Buy	+946	New	+$50.3K	0.03%	346

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 946 shares — an estimated $43.7K sold.

Carmichael Hill & Associates first reported a position in IUSB in Q2 2021 and held it in 8 quarters. The position peaked at $51K in Q2 2021. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

Carmichael Hill & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 946 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $43.7K.
Carmichael Hill & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 8 quarters.
Carmichael Hill & Associates's iShares Core Universal USD Bond ETF position peaked at $51K in Q2 2021.
524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

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