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 Q3	$409K	Sell	3,910 -96	-2%	-$10.2K	0.08%	110
2026 Q2	$427K	Hold	4,006	–	–	0.08%	108
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cherry Tree Wealth Management's SUB Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.4% in Q3 2026, selling an estimated $10.2K and leaving 3,910 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #110.

Cherry Tree Wealth Management first reported a position in SUB in Q2 2023 and has held it in 14 quarters since. The position peaked at $670K in Q2 2023. 311 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Cherry Tree Wealth Management held 3,910 shares of iShares Short-Term National Muni Bond ETF worth $409K as of Q3 2026.
Cherry Tree Wealth Management sold 96 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $10.2K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #110 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 14 quarters since.
Cherry Tree Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $670K in Q2 2023.
311 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.