CTWM
IBDQ

Cherry Tree Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-45,039
Closed -$1.13M – 616
2025
Q3 		$1.13M Sell
45,039
-2,313
-5% -$58.1K 0.25% 67
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% +$41.5K 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% +$111K 0.25% 65
2023
Q4 		$889K Buy
35,899
+11,775
+49% +$288K 0.24% 67
2023
Q3 		$588K Buy
24,124
+2,325
+11% +$56.7K 0.17% 72
2023
Q2 		$531K Buy
+21,799
New +$534K 0.15% 79

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cherry Tree Wealth Management's IBDQ Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 45,039 shares — an estimated $1.13M sold.

Cherry Tree Wealth Management first reported a position in IBDQ in Q2 2023 and held it in 10 quarters. The position peaked at $1.19M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 45,039 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.13M.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.19M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.