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

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