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 $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return