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Cherry Tree Wealth Management »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Cherry Tree Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$472k	4.5k	104.73
2023-12-31	$525k	5.0k	105.43
2023-09-30	$633k	6.1k	102.86
2023-06-30	$670k	6.4k	104.04

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Spdr Ser Tr Portfolio Short (SPSB)

Vanguard Index Fds Value Etf (VTV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Core S&p500 Etf (IVV)

Spdr Ser Tr Bloomberg Invt (FLRN)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon

Bank of America Corporation

Envestnet Asset Management

Mercer Global Advisors

Captrust Financial Advisors

Tiaa Trust, National Association

Bank Of Montreal

Citigroup

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

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