Cherry Tree Wealth Management
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Cherry Tree Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.78M Buy
84,403
+2,810
+3% +$60.5K 0.34% 62
2026
Q2 		$1.78M Buy
81,593
+6,973
+9% +$152K 0.33% 60
2026
Q1 		$1.63M Buy
74,620
+1,860
+3% +$41K 0.35% 58
2025
Q4 		$1.61M Buy
72,760
+3,806
+6% +$84.2K 0.34% 61
2025
Q3 		$1.53M Buy
68,954
+291
+0.4% +$6.4K 0.34% 59
2025
Q2 		$1.51M Buy
68,663
+6,023
+10% +$130K 0.35% 56
2025
Q1 		$1.36M Buy
62,640
+4,595
+8% +$98.8K 0.33% 58
2024
Q4 		$1.24M Buy
58,045
+6,146
+12% +$133K 0.31% 58
2024
Q3 		$1.15M Buy
51,899
+9,436
+22% +$206K 0.27% 64
2024
Q2 		$903K Buy
42,463
+31,293
+280% +$661K 0.23% 70
2024
Q1 		$239K Buy
11,170
+3,838
+52% +$82.1K 0.06% 152
2023
Q4 		$159K Buy
+7,332
New +$152K 0.04% 163

Other funds holding IBDV

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
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.4% in Q3 2026, buying an estimated $60.5K and bringing the position to 84,403 shares worth $1.78M. The position accounts for 0.34% of the portfolio, ranked #62.

Cherry Tree Wealth Management first reported a position in IBDV in Q4 2023 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Cherry Tree Wealth Management held 84,403 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.78M as of Q3 2026.
  • Cherry Tree Wealth Management bought 2,810 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $60.5K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.34% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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