Mill Creek Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Mill Creek Capital Advisors’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-98,620	Closed	-$2.51M	–	242
2023 Q2	$2.51M	Hold	98,620	–	–	0.08%	66
2023 Q1	$2.51M	Hold	98,620	–	–	0.09%	60
2022 Q4	$2.5M	Buy	+98,620	New	+$2.5M	0.1%	59

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Mill Creek Capital Advisors's IBML Position: Q3 2023 in Review

Mill Creek Capital Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 98,620 shares — an estimated $2.51M sold.

Mill Creek Capital Advisors first reported a position in IBML in Q4 2022 and held it in 3 quarters. The position peaked at $2.51M in Q2 2023. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

Mill Creek Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Mill Creek Capital Advisors sold 98,620 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $2.51M.
Mill Creek Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 3 quarters.
Mill Creek Capital Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.51M in Q2 2023.
162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Mill Creek Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.