Carmichael Hill & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-66	Closed	-$3K	–	872
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	714
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	716
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	731
2021 Q3	$4K	Sell	66 -49	-43%	-$2.98K	﹤0.01%	718
2021 Q2	$7K	Hold	115	–	–	﹤0.01%	647
2021 Q1	$7K	Hold	115	–	–	﹤0.01%	626
2020 Q4	$7K	Hold	115	–	–	﹤0.01%	603
2020 Q3	$7K	Hold	115	–	–	﹤0.01%	573
2020 Q2	$7K	Hold	115	–	–	0.01%	537
2020 Q1	$6K	Sell	115 -100	-47%	-$5.8K	0.01%	521
2019 Q4	$13K	Buy	+215	New	+$12.5K	0.01%	451

Other funds holding USIG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Carmichael Hill & Associates's USIG Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 66 shares — an estimated $3K sold.

Carmichael Hill & Associates first reported a position in USIG in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2019. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

Carmichael Hill & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 66 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $3K.
Carmichael Hill & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Carmichael Hill & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $13K in Q4 2019.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.