CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Sell |
38,263
-13,319
| -26% | -$323K | 0.22% | 73 |
|
|
2025
Q1 | $1.25M | Buy |
51,582
+3,895
| +8% | +$94.3K | 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% | +$182K | 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% | +$793K | 0.24% | 68 |
|
|
2023
Q3 | $92K | Buy |
+3,942
| New | +$92K | 0.03% | 192 |
|