Cherry Tree Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Cherry Tree Wealth Management’s Portfolio CMF Stock Details CMF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$266K	Sell
2025 Q2	$352K	Sell
2025 Q1	$375K	Hold
2024 Q4	$382K	Hold
2024 Q3	$388K	Hold
2024 Q2	$379K	Hold
2024 Q1	$384K	Hold
2023 Q4	$386K	Hold
2023 Q3	$366K	Hold
2023 Q2	$380K	Buy