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

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

Cherry Tree Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3% in Q1 2026, buying an estimated $33.4K and bringing the position to 54,319 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #67.

Cherry Tree Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Cherry Tree Wealth Management held 54,319 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.14M as of Q1 2026.
Cherry Tree Wealth Management bought 1,583 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $33.4K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.24% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #67 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 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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