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Cherry Tree Wealth Management, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cherry Tree Wealth Management, LLC on BND, newest first. How the timeline and the estimate are built.

Cherry Tree Wealth Management, LLC held 288,437 BND shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,437 shares
    Change vs previous 13F +7,719 shares

    3.98% of the 13F portfolio, value $21,174,141.

    13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 280,718 shares
    Change vs previous 13F +8,532 shares

    4.37% of the 13F portfolio, value $20,672,105.

    13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 272,186 shares
    Change vs previous 13F +2,952 shares

    4.26% of the 13F portfolio, value $20,160,815.

    13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 269,234 shares
    Change vs previous 13F -4,762 shares

    4.4% of the 13F portfolio, value $20,022,932.

    13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 273,996 shares
    Change vs previous 13F -9,610 shares

    4.69% of the 13F portfolio, value $20,174,327.

    13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 283,606 shares
    Change vs previous 13F +4,844 shares

    5.02% of the 13F portfolio, value $20,830,871.

    13F-HR 0001985414-25-000002 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 278,762 shares
    Change vs previous 13F -1,886 shares

    4.96% of the 13F portfolio, value $20,045,748.

    13F-HR 0001985414-25-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 280,648 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $21,079,509.

    13F-HR 0001985414-24-000004 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).