CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
173,383
+3,093
| +2% | +$75.1K | 0.98% | 32 |
|
|
2025
Q1 | $4.12M | Buy |
170,290
+8,722
| +5% | +$211K | 0.99% | 29 |
|
|
2024
Q4 | $3.87M | Buy |
161,568
+9,981
| +7% | +$239K | 0.96% | 32 |
|
|
2024
Q3 | $3.69M | Buy |
151,587
+23,469
| +18% | +$572K | 0.88% | 33 |
|
|
2024
Q2 | $3.04M | Buy |
128,118
+17,348
| +16% | +$412K | 0.76% | 35 |
|
|
2024
Q1 | $2.64M | Buy |
110,770
+27,211
| +33% | +$648K | 0.66% | 37 |
|
|
2023
Q4 | $2M | Buy |
+83,559
| New | +$2M | 0.53% | 41 |
|