Willow Creek Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Other funds holding SUB
Willow Creek Wealth Management's SUB Position: Q3 2025 in Review
Willow Creek Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 11% in Q3 2025, buying an estimated $4.34M and bringing the position to 421,947 shares worth $45.1M. The position accounts for 3.71% of the portfolio, ranked #7.
Willow Creek Wealth Management first reported a position in SUB in Q4 2022 and has held it in 12 quarters since. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.
- Willow Creek Wealth Management held 421,947 shares of iShares Short-Term National Muni Bond ETF worth $45.1M as of Q3 2025.
- Willow Creek Wealth Management bought 40,670 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $4.34M.
- iShares Short-Term National Muni Bond ETF made up 3.71% of Willow Creek Wealth Management's portfolio in Q3 2025, its #7 holding.
- Willow Creek Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
- 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.
Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.