Cherry Tree Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.45M	Sell
2025 Q1	$4.49M	Buy
2024 Q4	$3.94M	Buy
2024 Q3	$3.39M	Buy
2024 Q2	$2.85M	Buy
2024 Q1	$2.28M	Buy
2023 Q4	$1.32M	Buy