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 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%	+$6.41K	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

Bank of America

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors

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

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

Raymond James Financial

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

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

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return