Mill Creek Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,410	Closed	-$465K	–	250
2023 Q4	$465K	Buy	+4,410	New	+$459K	0.01%	158
2023 Q1	–	Sell	-5,240	Closed	-$546K	–	256
2022 Q4	$546K	Buy	+5,240	New	+$542K	0.02%	134

Other funds holding SUB

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Envestnet Asset Management

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Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return