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

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

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.