MCCA
IBHD

Mill Creek Capital Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Mill Creek Capital Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,592
Closed -$852K – 273
2024
Q3 		$852K Buy
36,592
+549
+2% +$12.7K 0.02% 123
2024
Q2 		$838K Buy
36,043
+575
+2% +$13.3K 0.02% 130
2024
Q1 		$827K Sell
35,468
-30,914
-47% -$719K 0.02% 118
2023
Q4 		$1.54M Sell
66,382
-1,756
-3% -$40.6K 0.05% 87
2023
Q3 		$1.58M Sell
68,138
-9,998
-13% -$231K 0.05% 77
2023
Q2 		$1.8M Buy
78,136
+814
+1% +$18.7K 0.06% 76
2023
Q1 		$1.79M Sell
77,322
-3,913
-5% -$90K 0.07% 71
2022
Q4 		$1.84M Buy
+81,235
New +$1.84M 0.08% 69

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Mill Creek Capital Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 36,592 shares — an estimated $852K sold.

Mill Creek Capital Advisors first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $1.84M in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Mill Creek Capital Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 36,592 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $852K.
  • Mill Creek Capital Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Mill Creek Capital Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.84M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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