Cherry Tree Wealth Management
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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
Q3 		$1.05M Sell
52,584
-1,928
-4% -$39.6K 0.2% 76
2026
Q2 		$1.14M Buy
54,512
+193
+0.4% +$4.03K 0.21% 70
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Cherry Tree Wealth Management's IBDW Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.5% in Q3 2026, selling an estimated $39.6K and leaving 52,584 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #76.

Cherry Tree Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2026. 98 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • Cherry Tree Wealth Management held 52,584 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.05M as of Q3 2026.
  • Cherry Tree Wealth Management sold 1,928 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $39.6K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.2% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.14M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.