WCWM
Willow Creek Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Buy |
381,277
+18,550
| +5% | +$1.97M | 3.65% | 7 |
|
|
2025
Q1 | $38.3M | Buy |
362,727
+8,378
| +2% | +$885K | 3.73% | 7 |
|
|
2024
Q4 | $37.4M | Buy |
354,349
+16,064
| +5% | +$1.69M | 3.81% | 7 |
|
|
2024
Q3 | $35.9M | Buy |
338,285
+7,354
| +2% | +$781K | 3.78% | 6 |
|
|
2024
Q2 | $34.6M | Sell |
330,931
-4,857
| -1% | -$508K | 3.94% | 6 |
|
|
2024
Q1 | $35.2M | Buy |
335,788
+24,538
| +8% | +$2.57M | 4.11% | 6 |
|
|
2023
Q4 | $32.8M | Buy |
311,250
+33,391
| +12% | +$3.52M | 4.11% | 5 |
|
|
2023
Q3 | $28.6M | Sell |
277,859
-861
| -0.3% | -$88.6K | 4.26% | 6 |
|
|
2023
Q2 | $29M | Sell |
278,720
-726
| -0.3% | -$75.5K | 4.11% | 6 |
|
|
2023
Q1 | $29.3M | Buy |
279,446
+17,455
| +7% | +$1.83M | 4.51% | 6 |
|
|
2022
Q4 | $27.3M | Buy |
+261,991
| New | +$27.3M | 4.54% | 6 |
|