Cherry Tree Wealth Management
MBB icon

Cherry Tree Wealth Management’s iShares MBS ETF MBB Stock Holding History

Cherry Tree Wealth Management’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.84K Sell
54
-4
-7% -$371 ﹤0.01% 491
2026
Q2 		$5.48K Buy
58
+4
+7% +$378 ﹤0.01% 490
2026
Q1 		$5.13K Buy
+54
New +$5.16K ﹤0.01% 480

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Ferguson Wellman Capital Management
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Asset Management One
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Blue Trust Inc
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Exchange Traded Concepts
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Klaas Financial Asset Advisors
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Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
State of Michigan Retirement System
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Tree Wealth Management's MBB Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares MBS ETF (MBB) stake by 6.9% in Q3 2026, selling an estimated $371 and leaving 54 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Cherry Tree Wealth Management first reported a position in MBB in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.48K in Q2 2026. 341 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Cherry Tree Wealth Management held 54 shares of iShares MBS ETF worth $4.84K as of Q3 2026.
  • Cherry Tree Wealth Management sold 4 iShares MBS ETF shares in Q3 2026, an estimated $371.
  • iShares MBS ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #491 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MBS ETF in Q1 2026 and has held it in 3 quarters since.
  • Cherry Tree Wealth Management's iShares MBS ETF position peaked at $5.48K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.