Cherry Tree Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	54,319 +1,583	+3%	+$33.4K	0.24%	67
2025 Q4	$1.12M	Buy	52,736 +2,461	+5%	+$52.2K	0.24%	69
2025 Q3	$1.07M	Buy	50,275 +556	+1%	+$11.7K	0.23%	69
2025 Q2	$1.05M	Buy	49,719 +3,475	+8%	+$71.8K	0.24%	68
2025 Q1	$960K	Buy	46,244 +4,759	+11%	+$97.7K	0.23%	71
2024 Q4	$844K	Buy	41,485 +4,996	+14%	+$103K	0.21%	73
2024 Q3	$774K	Buy	36,489 +11,395	+45%	+$238K	0.18%	77
2024 Q2	$509K	Buy	25,094 +11,451	+84%	+$231K	0.13%	86
2024 Q1	$280K	Buy	13,643 +13,258	+3,444%	+$271K	0.07%	138
2023 Q4	$8K	Buy	+385	New	+$7.58K	﹤0.01%	384

Other funds holding IBDW

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America

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

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

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

Raymond James Financial

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

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

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return