TIP β€” ISHARES TR

Ownership history in Carmichael Hill & Associates, Inc.  Β·  19 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported ISHARES TR (TIP) in 19 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows TIP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carmichael Hill & Associates, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

TIP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carmichael Hill & Associates, Inc. held TIP β€” position size vs. price
% of Fund (quarterly)    TIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 186 β€” 0% 0.01% $20K 2024-08-02 $104.42
2024 Q1 REDUCED 186 -21 -10.1% 0.01% $20K 2024-04-24 $99.62
2023 Q4 REDUCED 207 -60 -22.5% 0.01% $22K 2024-01-23 $100.55
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Carmichael Hill & Associates, Inc. and TIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carmichael Hill & Associates, Inc. reported owning TIP?

Carmichael Hill & Associates, Inc. reported TIP across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported TIP position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for TIP was 0.01% in 2023 Q4.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2024 Q2, when Carmichael Hill & Associates, Inc. reported 186 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this TIP ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'s quarterly TIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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