Cherry Tree Wealth Management, LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1985414
MINNETONKA, MN
All Filings in CMF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CMF | $264,853 | 4,658 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 CMF | $267,648 | 4,658 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 CMF | $265,692 | 4,658 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 CMF | $351,775 | 6,311 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 CMF | $375,331 | 6,669 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 CMF | $382,000 | 6,669 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 CMF | $387,535 | 6,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 CMF | $379,332 | 6,669 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 CMF | $383,734 | 6,669 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 CMF | $386,401 | 6,669 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 CMF | $365,727 | 6,669 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CMF | $379,799 | 6,669 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||