Willow Creek Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Willow Creek Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,158	Closed	-$358K	–	126
2022 Q1	$358K	Hold	6,158	–	–	0.07%	79
2021 Q4	$384K	Hold	6,158	–	–	0.08%	75
2021 Q3	$382K	Hold	6,158	–	–	0.08%	68
2021 Q2	$386K	Buy	6,158 +400	+7%	+$25K	0.09%	69
2021 Q1	$358K	Hold	5,758	–	–	0.13%	56
2020 Q4	$362K	Buy	+5,758	New	+$360K	0.14%	53

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Willow Creek Wealth Management's CMF Position: Q2 2022 in Review

Willow Creek Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2022, closing a stake of 6,158 shares — an estimated $358K sold.

Willow Creek Wealth Management first reported a position in CMF in Q4 2020 and held it in 6 quarters. The position peaked at $386K in Q2 2021. 190 funds tracked by Wall St. Rank hold CMF as of Q2 2022.

Willow Creek Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 6,158 iShares California Muni Bond ETF shares in Q2 2022, an estimated $358K.
Willow Creek Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2020 and held it in 6 quarters.
Willow Creek Wealth Management's iShares California Muni Bond ETF position peaked at $386K in Q2 2021.
190 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2022.

Based on Willow Creek Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.