Cherry Tree Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.15M	Sell	171,193 -2,856	-2%	-$69.3K	0.88%	34
2025 Q4	$4.23M	Buy	174,049 +2,154	+1%	+$52.3K	0.89%	34
2025 Q3	$4.18M	Sell	171,895 -1,488	-0.9%	-$36.1K	0.92%	33
2025 Q2	$4.21M	Buy	173,383 +3,093	+2%	+$74.6K	0.98%	32
2025 Q1	$4.12M	Buy	170,290 +8,722	+5%	+$210K	0.99%	29
2024 Q4	$3.87M	Buy	161,568 +9,981	+7%	+$240K	0.96%	32
2024 Q3	$3.69M	Buy	151,587 +23,469	+18%	+$566K	0.88%	33
2024 Q2	$3.04M	Buy	128,118 +17,348	+16%	+$410K	0.76%	35
2024 Q1	$2.64M	Buy	110,770 +27,211	+33%	+$648K	0.66%	37
2023 Q4	$2M	Buy	+83,559	New	+$1.95M	0.53%	41

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.6% in Q1 2026, selling an estimated $69.3K and leaving 171,193 shares worth $4.15M. The position accounts for 0.88% of the portfolio, ranked #34.

Cherry Tree Wealth Management first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Cherry Tree Wealth Management held 171,193 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.15M as of Q1 2026.
Cherry Tree Wealth Management sold 2,856 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $69.3K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.88% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #34 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.23M in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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