SEC 13F Intelligence

Am Investment Strategies LLC / MCHI

Am Investment Strategies LLC’s Ishares Tr Position

Does Am Investment Strategies LLC own Ishares Tr (MCHI)? Not currently — the last reported position was 113.0K shares worth $6M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2024
Shares
113.0K
% of Portfolio
+1.40%
Quarters Held
11
position exited

Position History MCHI

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $6MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024113.0K$6M+1.40%
Q2 2024113.0K$5M+1.17%
Q1 2024113.0K$4M+1.14%
Q4 2023113.0K$5M+1.30%
Q3 2023113.0K$5M+1.59%
Q2 2023113.0K$5M+1.58%
Q1 2023113.0K$6M+1.93%
Q4 2022113.0K$5M+1.91%
Q3 2022113.0K$5M+1.76%
Q2 2022113.0K$5M+1.86%
Q1 2022113.0K$6M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Am Investment Strategies LLC’s full portfolio or all institutional holders of MCHI.