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 Q2	$25.6K	Hold	1,000	–	–	﹤0.01%	350
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 $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's IBCA Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q2 2026 at 1,000 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Cherry Tree Wealth Management first reported a position in IBCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $26K in Q3 2025. 94 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Cherry Tree Wealth Management held 1,000 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $25.6K as of Q2 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #350 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 5 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $26K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.