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Carmichael Hill & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Carmichael Hill & Associates’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-186
Closed -$19.9K – 808
2024
Q2 		$19.9K Hold
186
– – 0.01% 486
2024
Q1 		$20K Sell
186
-21
-10% -$2.24K 0.01% 479
2023
Q4 		$22.3K Sell
207
-60
-22% -$6.27K 0.01% 457
2023
Q3 		$27.7K Sell
267
-360
-57% -$38.1K 0.01% 422
2023
Q2 		$67.4K Sell
627
-1,590
-72% -$173K 0.03% 288
2023
Q1 		$244K Sell
2,217
-74
-3% -$8.01K 0.12% 137
2022
Q4 		$244K Buy
2,291
+502
+28% +$53.6K 0.13% 136
2022
Q3 		$188K Buy
1,789
+303
+20% +$34.3K 0.1% 154
2022
Q2 		$169K Buy
1,486
+55
+4% +$6.52K 0.09% 176
2022
Q1 		$178K Buy
1,431
+1
+0.1% +$126 0.08% 189
2021
Q4 		$185K Buy
1,430
+151
+12% +$19.5K 0.08% 194
2021
Q3 		$163K Sell
1,279
-27
-2% -$3.48K 0.08% 193
2021
Q2 		$167K Buy
1,306
+471
+56% +$59.8K 0.08% 188
2021
Q1 		$105K Buy
835
+16
+2% +$2.02K 0.06% 228
2020
Q4 		$104K Buy
819
+1
+0.1% +$126 0.06% 224
2020
Q3 		$103K Hold
818
– – 0.07% 209
2020
Q2 		$101K Buy
818
+43
+6% +$5.23K 0.07% 194
2020
Q1 		$91K Hold
775
– – 0.08% 181
2019
Q4 		$90K Buy
+775
New +$90.1K 0.06% 209

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Carmichael Hill & Associates sold out of iShares TIPS Bond ETF (TIP) in Q3 2024, closing a stake of 186 shares — an estimated $19.9K sold.

Carmichael Hill & Associates first reported a position in TIP in Q4 2019 and held it in 19 quarters. The position peaked at $244K in Q1 2023. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Carmichael Hill & Associates reported no remaining iShares TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 186 iShares TIPS Bond ETF shares in Q3 2024, an estimated $19.9K.
  • Carmichael Hill & Associates first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 19 quarters.
  • Carmichael Hill & Associates's iShares TIPS Bond ETF position peaked at $244K in Q1 2023.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

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