CTWM
IBDP

Cherry Tree Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-77,179
Closed -$1.95M – 654
2024
Q3 		$1.95M Sell
77,179
-319
-0.4% -$8.02K 0.46% 47
2024
Q2 		$1.95M Hold
77,498
– – 0.49% 46
2024
Q1 		$1.94M Buy
77,498
+4,213
+6% +$105K 0.49% 45
2023
Q4 		$1.83M Buy
73,285
+7,141
+11% +$177K 0.49% 43
2023
Q3 		$1.64M Buy
66,144
+1,373
+2% +$33.8K 0.48% 39
2023
Q2 		$1.59M Buy
+64,771
New +$1.59M 0.46% 39

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cherry Tree Wealth Management's IBDP Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 77,179 shares — an estimated $1.95M sold.

Cherry Tree Wealth Management first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $1.95M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 77,179 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.95M.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.95M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.