CTWM
IBCA

Cherry Tree Wealth Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.6K Hold
1,000
– – 0.01% 328
2025
Q4 		$25.9K Hold
1,000
– – 0.01% 325
2025
Q3 		$26K Hold
1,000
– – 0.01% 311
2025
Q2 		$25.6K Buy
+1,000
New +$25.1K 0.01% 310

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Cherry Tree Wealth Management's IBCA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q1 2026 at 1,000 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #328.

Cherry Tree Wealth Management first reported a position in IBCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $26K in Q3 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Cherry Tree Wealth Management held 1,000 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $25.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #328 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $26K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.