CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
49,719
+3,475
| +8% | +$73.1K | 0.24% | 68 |
|
|
2025
Q1 | $960K | Buy |
46,244
+4,759
| +11% | +$98.7K | 0.23% | 71 |
|
|
2024
Q4 | $844K | Buy |
41,485
+4,996
| +14% | +$102K | 0.21% | 73 |
|
|
2024
Q3 | $774K | Buy |
36,489
+11,395
| +45% | +$242K | 0.18% | 77 |
|
|
2024
Q2 | $509K | Buy |
25,094
+11,451
| +84% | +$232K | 0.13% | 86 |
|
|
2024
Q1 | $280K | Buy |
13,643
+13,258
| +3,444% | +$272K | 0.07% | 138 |
|
|
2023
Q4 | $8K | Buy |
+385
| New | +$8K | ﹤0.01% | 384 |
|