Willow Creek Wealth Management Inc. Buys SPDR Barclays Short Term Treasury ETF, SPDR Barclays Intermediate Term Treasury ETF, Amazon.com Inc, Sells iShares Core S&P Mid-Cap ETF, Honeywell International Inc

Author's Avatar
Oct 15, 2019
Article's Main Image
Sebastopol, CA, based Investment company Willow Creek Wealth Management Inc. (Current Portfolio) buys SPDR Barclays Short Term Treasury ETF, SPDR Barclays Intermediate Term Treasury ETF, Amazon.com Inc, The Home Depot Inc, Becton, Dickinson and Co, sells iShares Core S&P Mid-Cap ETF, Honeywell International Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Willow Creek Wealth Management Inc.. As of 2019Q3, Willow Creek Wealth Management Inc. owns 83 stocks with a total value of $202 million. These are the details of the buys and sells.

For the details of Willow Creek Wealth Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/willow+creek+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Willow Creek Wealth Management Inc.
  1. Vanguard Intermediate-Term Bond ETF (BIV) - 608,790 shares, 26.46% of the total portfolio. Shares reduced by 2.94%
  2. Vanguard Short-Term Bond ETF (BSV) - 523,584 shares, 20.89% of the total portfolio. Shares reduced by 1.17%
  3. SPDR Barclays Intermediate Term Treasury ETF (ITE) - 409,855 shares, 6.33% of the total portfolio. Shares added by 122.35%
  4. SPDR Barclays Intermediate Term Corporate Bond ETF (SPIB) - 333,884 shares, 5.82% of the total portfolio. Shares added by 12.42%
  5. SPDR Barclays Short Term Treasury ETF (SPTS) - 382,057 shares, 5.66% of the total portfolio. New Position
New Purchase: SPDR Barclays Short Term Treasury ETF (SPTS)

Willow Creek Wealth Management Inc. initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.82 and $30.11, with an estimated average price of $29.98. The stock is now traded at around $30.00. The impact to a portfolio due to this purchase was 5.66%. The holding were 382,057 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Willow Creek Wealth Management Inc. initiated holding in Amazon.com Inc. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1771.89. The impact to a portfolio due to this purchase was 0.11%. The holding were 129 shares as of .

New Purchase: The Home Depot Inc (HD)

Willow Creek Wealth Management Inc. initiated holding in The Home Depot Inc. The purchase prices were between $201.59 and $233.98, with an estimated average price of $218.64. The stock is now traded at around $236.19. The impact to a portfolio due to this purchase was 0.11%. The holding were 984 shares as of .

New Purchase: Becton, Dickinson and Co (BDX)

Willow Creek Wealth Management Inc. initiated holding in Becton, Dickinson and Co. The purchase prices were between $236.34 and $262.48, with an estimated average price of $253.08. The stock is now traded at around $254.24. The impact to a portfolio due to this purchase was 0.1%. The holding were 793 shares as of .

New Purchase: Sanofi SA (SNY)

Willow Creek Wealth Management Inc. initiated holding in Sanofi SA. The purchase prices were between $40.34 and $46.64, with an estimated average price of $43.14. The stock is now traded at around $45.54. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,371 shares as of .

Added: SPDR Barclays Intermediate Term Treasury ETF (ITE)

Willow Creek Wealth Management Inc. added to a holding in SPDR Barclays Intermediate Term Treasury ETF by 122.35%. The purchase prices were between $61.16 and $63.18, with an estimated average price of $62.1. The stock is now traded at around $62.28. The impact to a portfolio due to this purchase was 3.48%. The holding were 409,855 shares as of .

Sold Out: iShares Core S&P Mid-Cap ETF (IJH)

Willow Creek Wealth Management Inc. sold out a holding in iShares Core S&P Mid-Cap ETF. The sale prices were between $182.36 and $197.65, with an estimated average price of $191.38.



Here is the complete portfolio of Willow Creek Wealth Management Inc.. Also check out:

1. Willow Creek Wealth Management Inc.'s Undervalued Stocks
2. Willow Creek Wealth Management Inc.'s Top Growth Companies, and
3. Willow Creek Wealth Management Inc.'s High Yield stocks
4. Stocks that Willow Creek Wealth Management Inc. keeps buying