Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 381,277 shares of SUB stock, worth $40.6 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

381,277

Previous 362,727 5.11%

Holding current value

$40.6 Million

Previous $38.3 Million 5.85%

% of portfolio

3.84%

Previous 3.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$104.77 - $106.34 $1.94 Million - $1.97 Million	18,550 Added 5.11%	381,277 $40.5 Million
Q1 2025 Jul 16, 2025	BUY	$105.3 - $106.24 $882,203 - $890,078	8,378 Added 2.36%	362,727 $38.3 Million
Q4 2024 Feb 14, 2025	BUY	$104.94 - $106.2 $4.52 Million - $4.58 Million	43,099 Added 13.85%	354,349 $37.4 Million
Q4 2023 Apr 01, 2024	BUY	$102.62 - $105.46 $3.43 Million - $3.52 Million	33,391 Added 12.02%	311,250 $32.8 Million
Q3 2023 Nov 20, 2023	SELL	$102.82 - $104.26 $88,528 - $89,767	-861 Reduced 0.31%	277,859 $28.6 Million
Q2 2023 Aug 28, 2023	SELL	$103.24 - $105.0 $74,952 - $76,230	-726 Reduced 0.26%	278,720 $29 Million
Q1 2023 Apr 24, 2023	BUY	$103.3 - $105.14 $1.8 Million - $1.84 Million	17,455 Added 6.66%	279,446 $29.3 Million
Q4 2022 Mar 01, 2023	BUY	$102.5 - $104.49 $26.9 Million - $27.4 Million	261,991 New	261,991 $27.3 Million

Others Institutions Holding SUB

# of Institutions

942

Shares Held

73.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History