Cherry Tree Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.91M	Buy	233,386 +784	+0.3%	+$19.9K	1.25%	25
2025 Q4	$5.92M	Buy	232,602 +11,768	+5%	+$300K	1.25%	25
2025 Q3	$5.64M	Buy	220,834 +2,436	+1%	+$61.9K	1.24%	25
2025 Q2	$5.55M	Sell	218,398 -1,328	-0.6%	-$33.5K	1.29%	23
2025 Q1	$5.55M	Buy	219,726 +9,749	+5%	+$244K	1.34%	22
2024 Q4	$5.23M	Buy	209,977 +32,115	+18%	+$807K	1.29%	25
2024 Q3	$4.54M	Buy	177,862 +20,481	+13%	+$516K	1.08%	28
2024 Q2	$3.9M	Buy	157,381 +18,479	+13%	+$456K	0.98%	28
2024 Q1	$3.46M	Buy	138,902 +38,251	+38%	+$952K	0.87%	31
2023 Q4	$2.53M	Buy	100,651 +95,109	+1,716%	+$2.31M	0.67%	36
2023 Q3	$133K	Hold	5,542	–	–	0.04%	165
2023 Q2	$136K	Buy	+5,542	New	+$137K	0.04%	166

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.34% in Q1 2026, buying an estimated $19.9K and bringing the position to 233,386 shares worth $5.91M. The position accounts for 1.25% of the portfolio, ranked #25.

Cherry Tree Wealth Management first reported a position in IBDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.92M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Cherry Tree Wealth Management held 233,386 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.91M as of Q1 2026.
Cherry Tree Wealth Management bought 784 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $19.9K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.25% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #25 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.92M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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