Cherry Tree Wealth Management
MUB icon

Cherry Tree Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Cherry Tree Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$283K Sell
2,795
-27
-1% -$2.83K 0.05% 135
2026
Q2 		$304K Sell
2,822
-165
-6% -$17.6K 0.06% 130
2026
Q1 		$317K Sell
2,987
-681
-19% -$73.2K 0.07% 124
2025
Q4 		$393K Sell
3,668
-9
-0.2% -$964 0.08% 113
2025
Q3 		$392K Sell
3,677
-2,631
-42% -$275K 0.09% 111
2025
Q2 		$659K Sell
6,308
-2,953
-32% -$307K 0.15% 79
2025
Q1 		$976K Sell
9,261
-655
-7% -$69.7K 0.24% 70
2024
Q4 		$1.06M Hold
9,916
– – 0.26% 66
2024
Q3 		$1.08M Sell
9,916
-1,305
-12% -$141K 0.26% 68
2024
Q2 		$1.2M Buy
11,221
+2,758
+33% +$294K 0.3% 61
2024
Q1 		$911K Hold
8,463
– – 0.23% 67
2023
Q4 		$917K Sell
8,463
-1,052
-11% -$110K 0.25% 65
2023
Q3 		$976K Sell
9,515
-4,349
-31% -$459K 0.29% 56
2023
Q2 		$1.48M Buy
+13,864
New +$1.48M 0.43% 41

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.96% in Q3 2026, selling an estimated $2.83K and leaving 2,795 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #135.

Cherry Tree Wealth Management first reported a position in MUB in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2023. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Cherry Tree Wealth Management held 2,795 shares of iShares National Muni Bond ETF worth $283K as of Q3 2026.
  • Cherry Tree Wealth Management sold 27 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.83K.
  • iShares National Muni Bond ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Cherry Tree Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares National Muni Bond ETF position peaked at $1.48M in Q2 2023.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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