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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Sell
2025
Q2
$659K Sell
2025
Q1
$976K Sell
2024
Q4
$1.06M Hold
2024
Q3
$1.08M Sell
2024
Q2
$1.2M Buy
2024
Q1
$911K Hold
2023
Q4
$917K Sell
2023
Q3
$976K Sell
2023
Q2
$1.48M Buy