Cherry Tree Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$10.2K | 0.12% | 96 |
|
|
2024
Q2 | $471K | Hold |
4,504
| – | – | 0.12% | 93 |
|
|
2024
Q1 | $472K | Sell |
4,504
-476
| -10% | -$49.9K | 0.12% | 91 |
|
|
2023
Q4 | $525K | Sell |
4,980
-1,169
| -19% | -$123K | 0.14% | 82 |
|
|
2023
Q3 | $632K | Sell |
6,149
-289
| -4% | -$29.7K | 0.19% | 71 |
|
|
2023
Q2 | $670K | Buy |
+6,438
| New | +$670K | 0.2% | 70 |
|