Mill Creek Capital Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Hold	89,775	–	–	0.04%	89
2025 Q4	$2.05M	Buy	89,775 +43,895	+96%	+$1.01M	0.04%	90
2025 Q3	$1.05M	Hold	45,880	–	–	0.02%	119
2025 Q2	$1.05M	Hold	45,880	–	–	0.02%	115
2025 Q1	$1.05M	Hold	45,880	–	–	0.03%	113
2024 Q4	$1.05M	Hold	45,880	–	–	0.03%	113
2024 Q3	$1.06M	Hold	45,880	–	–	0.03%	109
2024 Q2	$1.04M	Hold	45,880	–	–	0.03%	108
2024 Q1	$1.04M	Hold	45,880	–	–	0.03%	100
2023 Q4	$1.05M	Buy	+45,880	New	+$1.04M	0.03%	100

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mill Creek Capital Advisors's IBTG Position: Q1 2026 in Review

Mill Creek Capital Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 89,775 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #89.

Mill Creek Capital Advisors first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Mill Creek Capital Advisors held 89,775 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.06M as of Q1 2026.
Mill Creek Capital Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #89 holding.
Mill Creek Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.