CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
190,671
-3,262
| -2% | -$76.1K | 1.03% | 31 |
|
|
2025
Q1 | $4.49M | Buy |
193,933
+20,932
| +12% | +$484K | 1.08% | 28 |
|
|
2024
Q4 | $3.94M | Buy |
173,001
+28,700
| +20% | +$654K | 0.98% | 30 |
|
|
2024
Q3 | $3.39M | Buy |
144,301
+18,701
| +15% | +$440K | 0.8% | 36 |
|
|
2024
Q2 | $2.85M | Buy |
125,600
+25,683
| +26% | +$582K | 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 | +$1.32M | 0.35% | 54 |
|