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Carmichael Hill & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Carmichael Hill & Associates’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-569
Closed -$62.9K – 809
2023
Q1 		$62.9K Hold
569
– – 0.03% 284
2022
Q4 		$62.5K Hold
569
– – 0.03% 300
2022
Q3 		$63K Hold
569
– – 0.03% 295
2022
Q2 		$63K Hold
569
– – 0.03% 298
2022
Q1 		$63K Buy
+569
New +$62.8K 0.03% 311

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 569 shares — an estimated $62.9K sold.

Carmichael Hill & Associates first reported a position in SHV in Q1 2022 and held it in 5 quarters. The position peaked at $63K in Q3 2022. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 569 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $62.9K.
  • Carmichael Hill & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
  • Carmichael Hill & Associates's iShares 0-1 Year Treasury Bond ETF position peaked at $63K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

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