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 Q3	$45.1M	Buy	421,947 +40,670	+11%	+$4.34M	3.71%	7
2025 Q2	$40.5M	Buy	381,277 +18,550	+5%	+$1.96M	3.65%	7
2025 Q1	$38.3M	Buy	362,727 +8,378	+2%	+$886K	3.73%	7
2024 Q4	$37.4M	Buy	354,349 +16,064	+5%	+$1.7M	3.81%	7
2024 Q3	$35.9M	Buy	338,285 +7,354	+2%	+$776K	3.78%	6
2024 Q2	$34.6M	Sell	330,931 -4,857	-1%	-$507K	3.94%	6
2024 Q1	$35.2M	Buy	335,788 +24,538	+8%	+$2.58M	4.11%	6
2023 Q4	$32.8M	Buy	311,250 +33,391	+12%	+$3.47M	4.11%	5
2023 Q3	$28.6M	Sell	277,859 -861	-0.3%	-$89.3K	4.26%	6
2023 Q2	$29M	Sell	278,720 -726	-0.3%	-$75.6K	4.11%	6
2023 Q1	$29.3M	Buy	279,446 +17,455	+7%	+$1.82M	4.51%	6
2022 Q4	$27.3M	Buy	+261,991	New	+$27.1M	4.54%	6