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 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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Cherry Tree Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 19% in Q1 2026, selling an estimated $73.2K and leaving 2,987 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #124.

Cherry Tree Wealth Management first reported a position in MUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q2 2023. 1,632 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Cherry Tree Wealth Management held 2,987 shares of iShares National Muni Bond ETF worth $317K as of Q1 2026.
Cherry Tree Wealth Management sold 681 iShares National Muni Bond ETF shares in Q1 2026, an estimated $73.2K.
iShares National Muni Bond ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #124 holding.
Cherry Tree Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares National Muni Bond ETF position peaked at $1.48M in Q2 2023.
1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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