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Cherry Tree Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cherry Tree Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427K Hold
4,006
– – 0.09% 103
2025
Q4 		$427K Sell
4,006
-249
-6% -$26.5K 0.09% 108
2025
Q3 		$454K Hold
4,255
– – 0.1% 104
2025
Q2 		$452K Hold
4,255
– – 0.11% 99
2025
Q1 		$449K Hold
4,255
– – 0.11% 99
2024
Q4 		$449K Sell
4,255
-345
-8% -$36.4K 0.11% 97
2024
Q3 		$488K Buy
4,600
+96
+2% +$10.1K 0.12% 96
2024
Q2 		$471K Hold
4,504
– – 0.12% 93
2024
Q1 		$472K Sell
4,504
-476
-10% -$50K 0.12% 91
2023
Q4 		$525K Sell
4,980
-1,169
-19% -$122K 0.14% 82
2023
Q3 		$632K Sell
6,149
-289
-4% -$30K 0.19% 71
2023
Q2 		$670K Buy
+6,438
New +$670K 0.2% 70

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