MWM
PRIV

McMill Wealth Management’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

McMill Wealth Management’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,627
Closed -$448K – 86
2025
Q4 		$448K Buy
+17,627
New +$450K 0.13% 41

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

McMill Wealth Management's PRIV Position: Q1 2026 in Review

McMill Wealth Management sold out of State Street IG Public & Private Credit ETF (PRIV) in Q1 2026, closing a stake of 17,627 shares — an estimated $448K sold.

McMill Wealth Management first reported a position in PRIV in Q4 2025 and held it in 1 quarter. The position peaked at $448K in Q4 2025. 22 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

  • McMill Wealth Management reported no remaining State Street IG Public & Private Credit ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 17,627 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $448K.
  • McMill Wealth Management first reported a position in State Street IG Public & Private Credit ETF in Q4 2025 and held it in 1 quarter.
  • McMill Wealth Management's State Street IG Public & Private Credit ETF position peaked at $448K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.