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
2025 Q2	$928K	Sell
2025 Q1	$1.25M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$934K	Hold
2024 Q1	$935K	Buy
2023 Q4	$887K	Buy
2023 Q3	$92K	Buy