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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$531K	Buy	4,985 +31	+0.6%	+$3.24K	0.04%	102
2025 Q2	$518K	Buy	4,954 +37	+0.8%	+$3.85K	0.05%	97
2025 Q1	$518K	Buy	4,917 +33	+0.7%	+$3.51K	0.05%	89
2024 Q4	$520K	Hold	4,884	–	–	0.05%	87
2024 Q3	$531K	Buy	4,884 +34	+0.7%	+$3.66K	0.06%	86
2024 Q2	$517K	Buy	4,850 +28	+0.6%	+$2.98K	0.06%	80
2024 Q1	$519K	Buy	4,822 +2,645	+121%	+$285K	0.06%	82
2023 Q4	$236K	Hold	2,177	–	–	0.03%	131
2023 Q3	$223K	Hold	2,177	–	–	0.03%	126
2023 Q2	$232K	Hold	2,177	–	–	0.03%	131
2023 Q1	$235K	Hold	2,177	–	–	0.04%	118
2022 Q4	$230K	Buy	+2,177	New	+$227K	0.04%	118

Other funds holding MUB

Bank of America

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

Fidelity Investments

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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