MCCA
IBDP

Mill Creek Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mill Creek Capital Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,658
Closed -$849K – 274
2024
Q3 		$849K Buy
33,658
+378
+1% +$9.5K 0.02% 124
2024
Q2 		$836K Buy
33,280
+335
+1% +$8.39K 0.02% 131
2024
Q1 		$825K Buy
32,945
+192
+0.6% +$4.8K 0.02% 119
2023
Q4 		$816K Sell
32,753
-9,293
-22% -$230K 0.02% 117
2023
Q3 		$1.04M Buy
42,046
+317
+0.8% +$7.81K 0.03% 96
2023
Q2 		$1.03M Buy
41,729
+305
+0.7% +$7.5K 0.03% 101
2023
Q1 		$1.02M Buy
41,424
+200
+0.5% +$4.91K 0.04% 102
2022
Q4 		$1.01M Buy
+41,224
New +$1M 0.04% 94

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mill Creek Capital Advisors's IBDP Position: Q4 2024 in Review

Mill Creek Capital Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 33,658 shares — an estimated $849K sold.

Mill Creek Capital Advisors first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $1.04M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mill Creek Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 33,658 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $849K.
  • Mill Creek Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Mill Creek Capital Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.04M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.