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
2025 Q2	$4.21M	Buy
2025 Q1	$4.12M	Buy
2024 Q4	$3.87M	Buy
2024 Q3	$3.69M	Buy
2024 Q2	$3.04M	Buy
2024 Q1	$2.64M	Buy
2023 Q4	$2M	Buy