CTWM
IBDO

Cherry Tree Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,434
Closed -$721K – 605
2023
Q3 		$721K Hold
28,434
– – 0.21% 66
2023
Q2 		$719K Buy
+28,434
New +$717K 0.21% 66

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cherry Tree Wealth Management's IBDO Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 28,434 shares — an estimated $721K sold.

Cherry Tree Wealth Management first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $721K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 28,434 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $721K.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $721K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.