Cherry Tree Wealth Management
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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
Q3 		$4.96M Buy
218,441
+4,173
+2% +$95.9K 0.93% 35
2026
Q2 		$4.96M Buy
214,268
+18,633
+10% +$432K 0.93% 37
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.9% in Q3 2026, buying an estimated $95.9K and bringing the position to 218,441 shares worth $4.96M. The position accounts for 0.93% of the portfolio, ranked #35.

Cherry Tree Wealth Management first reported a position in IBDU in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.96M in Q2 2026. 124 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Cherry Tree Wealth Management held 218,441 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.96M as of Q3 2026.
  • Cherry Tree Wealth Management bought 4,173 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $95.9K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.93% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #35 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 12 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.96M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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