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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cherry Tree Wealth Management's IBDR Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 28% in Q1 2026, selling an estimated $271K and leaving 29,370 shares worth $712K. The position accounts for 0.15% of the portfolio, ranked #82.

Cherry Tree Wealth Management first reported a position in IBDR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Cherry Tree Wealth Management held 29,370 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $712K as of Q1 2026.
Cherry Tree Wealth Management sold 11,204 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $271K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.15% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #82 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 11 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.25M in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.