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 Q3	$2.14M	Buy	+88,787	New	+$2.19M	0.49%	28
2026 Q1	–	Sell	-17,627	Closed	-$448K	–	86
2025 Q4	$448K	Buy	+17,627	New	+$450K	0.13%	41

Other funds holding PRIV

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Reflection Asset Management Isle Of Palms, South Carolina $241M AUM 38.4% 1-Year Est. Return

WPA

Wealth Preservation Advisors Chattanooga, Tennessee $210M AUM 19.33% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

McMill Wealth Management's PRIV Position: Q3 2026 in Review

McMill Wealth Management opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q3 2026: 88,787 shares worth $2.14M. The stake represents 0.49% of the portfolio and ranks #28 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in PRIV as recently as Q4 2025.

McMill Wealth Management first reported a position in PRIV in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold PRIV as of Q3 2026.

McMill Wealth Management held 88,787 shares of State Street IG Public & Private Credit ETF worth $2.14M as of Q3 2026.
State Street IG Public & Private Credit ETF was a new McMill Wealth Management position in Q3 2026.
State Street IG Public & Private Credit ETF made up 0.49% of McMill Wealth Management's portfolio in Q3 2026, its #28 holding.
McMill Wealth Management first reported a position in State Street IG Public & Private Credit ETF in Q4 2025 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.