Cherry Tree Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Cherry Tree Wealth Management's TOTL Position: Q1 2026 in Review
Cherry Tree Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 12% in Q1 2026, selling an estimated $38.4K and leaving 7,138 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #137.
Cherry Tree Wealth Management first reported a position in TOTL in Q2 2023 and has held it in 12 quarters since. The position peaked at $326K in Q4 2025. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Cherry Tree Wealth Management held 7,138 shares of State Street DoubleLine Total Return Tactical ETF worth $284K as of Q1 2026.
- Cherry Tree Wealth Management sold 954 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $38.4K.
- State Street DoubleLine Total Return Tactical ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #137 holding.
- Cherry Tree Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2023 and has held it in 12 quarters since.
- Cherry Tree Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $326K in Q4 2025.
- 361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.