CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
68,663
+6,023
| +10% | +$132K | 0.35% | 56 |
|
|
2025
Q1 | $1.36M | Buy |
62,640
+4,595
| +8% | +$99.8K | 0.33% | 58 |
|
|
2024
Q4 | $1.24M | Buy |
58,045
+6,146
| +12% | +$131K | 0.31% | 58 |
|
|
2024
Q3 | $1.15M | Buy |
51,899
+9,436
| +22% | +$209K | 0.27% | 64 |
|
|
2024
Q2 | $903K | Buy |
42,463
+31,293
| +280% | +$665K | 0.23% | 70 |
|
|
2024
Q1 | $239K | Buy |
11,170
+3,838
| +52% | +$82.1K | 0.06% | 152 |
|
|
2023
Q4 | $159K | Buy |
+7,332
| New | +$159K | 0.04% | 163 |
|