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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cherry Tree Wealth Management's IBDV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.6% in Q1 2026, buying an estimated $41K and bringing the position to 74,620 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #58.

Cherry Tree Wealth Management first reported a position in IBDV in Q4 2023 and has held it in 10 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Cherry Tree Wealth Management held 74,620 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.63M as of Q1 2026.
Cherry Tree Wealth Management bought 1,860 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $41K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.35% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #58 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 10 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.