Willow Creek Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
4,954
+37
| +0.8% | +$3.87K | 0.05% | 97 |
|
|
2025
Q1 | $518K | Buy |
4,917
+33
| +0.7% | +$3.48K | 0.05% | 89 |
|
|
2024
Q4 | $520K | Hold |
4,884
| – | – | 0.05% | 87 |
|
|
2024
Q3 | $531K | Buy |
4,884
+34
| +0.7% | +$3.69K | 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 | +$230K | 0.04% | 118 |
|