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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

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