CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Hold |
47,352
| – | – | 0.28% | 63 |
|
|
2025
Q1 | $1.19M | Hold |
47,352
| – | – | 0.29% | 64 |
|
|
2024
Q4 | $1.19M | Hold |
47,352
| – | – | 0.29% | 60 |
|
|
2024
Q3 | $1.19M | Buy |
47,352
+1,664
| +4% | +$41.8K | 0.28% | 62 |
|
|
2024
Q2 | $1.14M | Buy |
45,688
+5,288
| +13% | +$131K | 0.29% | 63 |
|
|
2024
Q1 | $1M | Buy |
40,400
+4,501
| +13% | +$112K | 0.25% | 65 |
|
|
2023
Q4 | $889K | Buy |
35,899
+11,775
| +49% | +$292K | 0.24% | 67 |
|
|
2023
Q3 | $588K | Buy |
24,124
+2,325
| +11% | +$56.7K | 0.17% | 72 |
|
|
2023
Q2 | $531K | Buy |
+21,799
| New | +$531K | 0.15% | 79 |
|