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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Willow Creek Wealth Management's MUB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.63% in Q3 2025, buying an estimated $3.24K and bringing the position to 4,985 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #102.

Willow Creek Wealth Management first reported a position in MUB in Q4 2022 and has held it in 12 quarters since. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Willow Creek Wealth Management held 4,985 shares of iShares National Muni Bond ETF worth $531K as of Q3 2025.
Willow Creek Wealth Management bought 31 iShares National Muni Bond ETF shares in Q3 2025, an estimated $3.24K.
iShares National Muni Bond ETF made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #102 holding.
Willow Creek Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.