Willow Creek Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,258	Closed	-$260K	–	135
2022 Q4	$260K	Hold	10,258	–	–	0.04%	110
2022 Q3	$259K	Buy	10,258 +900	+10%	+$22.9K	0.05%	98
2022 Q2	$239K	Hold	9,358	–	–	0.04%	111
2022 Q1	$238K	Hold	9,358	–	–	0.05%	107
2021 Q4	$243K	Buy	9,358 +1,000	+12%	+$26K	0.05%	112
2021 Q3	$217K	Hold	8,358	–	–	0.05%	109
2021 Q2	$218K	Hold	8,358	–	–	0.05%	107
2021 Q1	$219K	Hold	8,358	–	–	0.08%	88
2020 Q4	$219K	Buy	+8,358	New	+$219K	0.08%	85

Other funds holding IBML

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Willow Creek Wealth Management's IBML Position: Q1 2023 in Review

Willow Creek Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 10,258 shares — an estimated $260K sold.

Willow Creek Wealth Management first reported a position in IBML in Q4 2020 and held it in 9 quarters. The position peaked at $260K in Q4 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

Willow Creek Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Willow Creek Wealth Management sold 10,258 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $260K.
Willow Creek Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 9 quarters.
Willow Creek Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $260K in Q4 2022.
170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Willow Creek Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.