Cherry Tree Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Cherry Tree Wealth Management’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Sell	7,156 -1,452	-17%	-$25.3K	0.03%	195
2025 Q4	$150K	Hold	8,608	–	–	0.03%	186
2025 Q3	$150K	Sell	8,608 -2,020	-19%	-$35K	0.03%	185
2025 Q2	$183K	Sell	10,628 -1,844	-15%	-$31.5K	0.04%	163
2025 Q1	$214K	Hold	12,472	–	–	0.05%	153
2024 Q4	$213K	Sell	12,472 -669	-5%	-$11.5K	0.05%	153
2024 Q3	$227K	Sell	13,141 -1,516	-10%	-$26K	0.05%	154
2024 Q2	$249K	Sell	14,657 -31	-0.2%	-$526	0.06%	147
2024 Q1	$250K	Sell	14,688 -2,930	-17%	-$49.9K	0.06%	147
2023 Q4	$301K	Sell	17,618 -6,636	-27%	-$112K	0.08%	126
2023 Q3	$405K	Sell	24,254 -3,590	-13%	-$60.3K	0.12%	91
2023 Q2	$469K	Buy	+27,844	New	+$469K	0.14%	87

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its VanEck Short Muni ETF (SMB) stake by 17% in Q1 2026, selling an estimated $25.3K and leaving 7,156 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #195.

Cherry Tree Wealth Management first reported a position in SMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $469K in Q2 2023. 103 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Cherry Tree Wealth Management held 7,156 shares of VanEck Short Muni ETF worth $124K as of Q1 2026.
Cherry Tree Wealth Management sold 1,452 VanEck Short Muni ETF shares in Q1 2026, an estimated $25.3K.
VanEck Short Muni ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #195 holding.
Cherry Tree Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's VanEck Short Muni ETF position peaked at $469K in Q2 2023.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

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