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
2026 Q1	$4.55M	Sell	195,635 -612	-0.3%	-$14.3K	0.96%	32
2025 Q4	$4.59M	Buy	196,247 +720	+0.4%	+$16.9K	0.97%	30
2025 Q3	$4.59M	Buy	195,527 +4,856	+3%	+$113K	1.01%	30
2025 Q2	$4.45M	Sell	190,671 -3,262	-2%	-$75.2K	1.03%	31
2025 Q1	$4.49M	Buy	193,933 +20,932	+12%	+$480K	1.08%	28
2024 Q4	$3.94M	Buy	173,001 +28,700	+20%	+$661K	0.98%	30
2024 Q3	$3.39M	Buy	144,301 +18,701	+15%	+$433K	0.8%	36
2024 Q2	$2.85M	Buy	125,600 +25,683	+26%	+$579K	0.72%	38
2024 Q1	$2.28M	Buy	99,917 +42,746	+75%	+$975K	0.57%	42
2023 Q4	$1.32M	Buy	+57,171	New	+$1.27M	0.35%	54

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.31% in Q1 2026, selling an estimated $14.3K and leaving 195,635 shares worth $4.55M. The position accounts for 0.96% of the portfolio, ranked #32.

Cherry Tree Wealth Management first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.59M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Cherry Tree Wealth Management held 195,635 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.55M as of Q1 2026.
Cherry Tree Wealth Management sold 612 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $14.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.96% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #32 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.59M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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