Willow Creek Wealth Management Inc. SUB Holdings History
Willow Creek Wealth Management Inc.'s iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 381,277.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $40.55 Mil. This investment constitutes 3.65% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.41% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2022Q4. And since then Willow Creek Wealth Management Inc. has made 6 purchases of SUB, at an average price of $103.74, for a total of 382,864.00 shares. In addition, there have been 2 sales at an average price of $103.69 for 1,587.00 shares. Based on historical transaction data and SUB's current price of $106.58, Willow Creek Wealth Management Inc.'s estimated gain on his SUB holdings is $1.08 Mil, reflecting a 2.72% gain to date.
Willow Creek Wealth Management Inc. SUB ($106.58) Holding Chart
Willow Creek Wealth Management Inc. SUB ($106.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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