Willow Creek Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$531K Buy
2025
Q2
$518K Buy
2025
Q1
$518K Buy
2024
Q4
$520K Hold
2024
Q3
$531K Buy
2024
Q2
$517K Buy
2024
Q1
$519K Buy
2023
Q4
$236K Hold
2023
Q3
$223K Hold
2023
Q2
$232K Hold
2023
Q1
$235K Hold
2022
Q4
$230K Buy