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 Q3	$3.64M	Sell	151,095 -19,002	-11%	-$459K	0.69%	44
2026 Q2	$4.12M	Sell	170,097 -1,096	-0.6%	-$26.5K	0.78%	40
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Cherry Tree Wealth Management's IBDS Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q3 2026, selling an estimated $459K and leaving 151,095 shares worth $3.64M. The position accounts for 0.69% of the portfolio, ranked #44.

Cherry Tree Wealth Management first reported a position in IBDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.23M in Q4 2025. 152 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Cherry Tree Wealth Management held 151,095 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.64M as of Q3 2026.
Cherry Tree Wealth Management sold 19,002 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $459K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.69% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #44 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 12 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.23M in Q4 2025.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.