Cherry Tree Wealth Management
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Cherry Tree Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$494K Sell
20,380
-8,209
-29% -$199K 0.09% 99
2026
Q2 		$693K Sell
28,589
-781
-3% -$18.9K 0.13% 85
2026
Q1 		$712K Sell
29,370
-11,204
-28% -$271K 0.15% 82
2025
Q4 		$983K Buy
40,574
+4,007
+11% +$97.1K 0.21% 74
2025
Q3 		$889K Sell
36,567
-1,696
-4% -$41.1K 0.2% 76
2025
Q2 		$928K Sell
38,263
-13,319
-26% -$322K 0.22% 73
2025
Q1 		$1.25M Buy
51,582
+3,895
+8% +$94K 0.3% 63
2024
Q4 		$1.15M Buy
47,687
+972
+2% +$23.4K 0.28% 62
2024
Q3 		$1.14M Buy
46,715
+7,503
+19% +$181K 0.27% 67
2024
Q2 		$934K Hold
39,212
– – 0.23% 68
2024
Q1 		$935K Buy
39,212
+2,090
+6% +$49.8K 0.24% 66
2023
Q4 		$887K Buy
37,122
+33,180
+842% +$779K 0.24% 68
2023
Q3 		$92K Buy
+3,942
New +$92.3K 0.03% 192

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cherry Tree Wealth Management's IBDR Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 29% in Q3 2026, selling an estimated $199K and leaving 20,380 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #99.

Cherry Tree Wealth Management first reported a position in IBDR in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2025. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Cherry Tree Wealth Management held 20,380 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $494K as of Q3 2026.
  • Cherry Tree Wealth Management sold 8,209 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $199K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.25M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.