MCCA
IBTE

Mill Creek Capital Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Mill Creek Capital Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,400
Closed -$1.02M – 272
2024
Q3 		$1.02M Hold
42,400
– – 0.02% 114
2024
Q2 		$1.02M Hold
42,400
– – 0.03% 112
2024
Q1 		$1.02M Sell
42,400
-10,813
-20% -$258K 0.03% 101
2023
Q4 		$1.27M Buy
+53,213
New +$1.27M 0.04% 90

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Mill Creek Capital Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 42,400 shares — an estimated $1.02M sold.

Mill Creek Capital Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $1.27M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Mill Creek Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 42,400 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.02M.
  • Mill Creek Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Mill Creek Capital Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.27M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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