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

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 4,006 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #103.

Cherry Tree Wealth Management first reported a position in SUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $670K in Q2 2023. 889 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Cherry Tree Wealth Management held 4,006 shares of iShares Short-Term National Muni Bond ETF worth $427K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.09% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #103 holding.
Cherry Tree Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $670K in Q2 2023.
889 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

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