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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$454K	Hold
2025 Q2	$452K	Hold
2025 Q1	$449K	Hold
2024 Q4	$449K	Sell
2024 Q3	$488K	Buy
2024 Q2	$471K	Hold
2024 Q1	$472K	Sell
2023 Q4	$525K	Sell
2023 Q3	$632K	Sell
2023 Q2	$670K	Buy