Willow Creek Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,451	Closed	-$212K	–	140
2022 Q3	$212K	Hold	8,451	–	–	0.04%	112
2022 Q2	$211K	Buy	+8,451	New	+$211K	0.04%	116

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Willow Creek Wealth Management's IBDN Position: Q4 2022 in Review

Willow Creek Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 8,451 shares — an estimated $212K sold.

Willow Creek Wealth Management first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $212K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Willow Creek Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 8,451 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $212K.
Willow Creek Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Willow Creek Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $212K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Willow Creek Wealth Management's 13F filing for Q4 2022, filed 1 Mar 2023.