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
2025 Q2	$1.05M	Buy
2025 Q1	$960K	Buy
2024 Q4	$844K	Buy
2024 Q3	$774K	Buy
2024 Q2	$509K	Buy
2024 Q1	$280K	Buy
2023 Q4	$8K	Buy