Willow Creek Wealth Management’s iShares iBonds Mar 2018 Term Corporate ex-Financials ETF IBCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-14,824	Closed	-$366K	–	20
2017 Q2	$366K	Buy	14,824 +57	+0.4%	+$1.41K	0.25%	18
2017 Q1	$364K	Buy	14,767 +107	+0.7%	+$2.64K	0.25%	18
2016 Q4	$361K	Hold	14,660	–	–	0.27%	19
2016 Q3	$363K	Buy	+14,660	New	+$364K	0.29%	17

Other funds holding IBCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Willow Creek Wealth Management's IBCC Position: Q3 2017 in Review

Willow Creek Wealth Management sold out of iShares iBonds Mar 2018 Term Corporate ex-Financials ETF (IBCC) in Q3 2017, closing a stake of 14,824 shares — an estimated $366K sold.

Willow Creek Wealth Management first reported a position in IBCC in Q3 2016 and held it in 4 quarters. The position peaked at $366K in Q2 2017. 14 funds tracked by Wall St. Rank hold IBCC as of Q3 2017.

Willow Creek Wealth Management reported no remaining iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position as of Q3 2017 after selling out during the quarter.
Willow Creek Wealth Management sold 14,824 iShares iBonds Mar 2018 Term Corporate ex-Financials ETF shares in Q3 2017, an estimated $366K.
Willow Creek Wealth Management first reported a position in iShares iBonds Mar 2018 Term Corporate ex-Financials ETF in Q3 2016 and held it in 4 quarters.
Willow Creek Wealth Management's iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position peaked at $366K in Q2 2017.
14 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ex-Financials ETF as of Q3 2017.

Based on Willow Creek Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.