Willow Creek Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Buy |
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2025
Q1 | $38.3M | Buy |
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|
2024
Q4 | $37.4M | Buy |
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|
2024
Q3 | $35.9M | Buy |
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|
2024
Q2 | $34.6M | Sell |
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|
2024
Q1 | $35.2M | Buy |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $28.6M | Sell |
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|
2023
Q2 | $29M | Sell |
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|
2023
Q1 | $29.3M | Buy |
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|
2022
Q4 | $27.3M | Buy |
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