M6

Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)

Mutual Fund
Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)
Last update 2023-12-22 4 Stocks (0 new)
Value $1.00 Mil Turnover 0 %
Countries:
Top Holdings: BSCT(36.55%)IBDU(36.27%)BSCS(13.62%)IBDT(13.55%)
Summary Stock Picks Current Portfolio
Milliman 6-Year Buffered S&P 5... Top Holdings of 2023-09-30 View Full List
Ticker
BSCT
IBDU
BSCS
IBDT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
11,780
206.4
0%
36.550
0%
0.070
+2.05%
+4.14%
2,128.4
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
9,356
204.9
0%
36.270
0%
0.040
+2.12%
+4.20%
2,693.2
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
3,974
77.0
0%
13.620
0%
0.010
+1.64%
+3.95%
2,633.2
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
3,186
76.6
0%
13.550
0%
0.010
+1.77%
+4.01%
2,845.2
 

Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Historical Top Holdings Breakdowns

Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Total Holding History ($B)

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Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Asset Allocation

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Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Hypothetical Growth since 2023-09-30

Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Holdings Heat Map

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Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I)'s Holdings Bubble Chart

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