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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	4,658	–	–	0.06%	142
2025 Q4	$268K	Hold	4,658	–	–	0.06%	140
2025 Q3	$266K	Sell	4,658 -1,653	-26%	-$92.5K	0.06%	139
2025 Q2	$352K	Sell	6,311 -358	-5%	-$19.9K	0.08%	113
2025 Q1	$375K	Hold	6,669	–	–	0.09%	113
2024 Q4	$382K	Hold	6,669	–	–	0.09%	113
2024 Q3	$388K	Hold	6,669	–	–	0.09%	114
2024 Q2	$379K	Hold	6,669	–	–	0.1%	110
2024 Q1	$384K	Hold	6,669	–	–	0.1%	108
2023 Q4	$386K	Hold	6,669	–	–	0.1%	105
2023 Q3	$366K	Hold	6,669	–	–	0.11%	98
2023 Q2	$380K	Buy	+6,669	New	+$380K	0.11%	97

Other funds holding CMF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's CMF Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q1 2026 at 4,658 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #142.

Cherry Tree Wealth Management first reported a position in CMF in Q2 2023 and has held it in 12 quarters since. The position peaked at $388K in Q3 2024. 351 funds tracked by Wall St. Rank hold CMF as of Q1 2026.

Cherry Tree Wealth Management held 4,658 shares of iShares California Muni Bond ETF worth $265K as of Q1 2026.
Cherry Tree Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q1 2026.
iShares California Muni Bond ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #142 holding.
Cherry Tree Wealth Management first reported a position in iShares California Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares California Muni Bond ETF position peaked at $388K in Q3 2024.
351 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.