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Cherry Tree Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$517K Buy
20,471
+909
+5% +$23.2K 0.11% 93
2025
Q4 		$499K Buy
19,562
+3,004
+18% +$76.9K 0.11% 97
2025
Q3 		$424K Buy
16,558
+4,285
+35% +$109K 0.09% 106
2025
Q2 		$310K Buy
12,273
+3,541
+41% +$87.8K 0.07% 126
2025
Q1 		$218K Buy
8,732
+2,320
+36% +$57.4K 0.05% 151
2024
Q4 		$158K Buy
6,412
+395
+7% +$9.88K 0.04% 170
2024
Q3 		$155K Buy
6,017
+2,112
+54% +$53.3K 0.04% 175
2024
Q2 		$95.9K Hold
3,905
– – 0.02% 208
2024
Q1 		$96.9K Buy
+3,905
New +$96.8K 0.02% 210

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.6% in Q1 2026, buying an estimated $23.2K and bringing the position to 20,471 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #93.

Cherry Tree Wealth Management first reported a position in IBDX in Q1 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Cherry Tree Wealth Management held 20,471 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $517K as of Q1 2026.
  • Cherry Tree Wealth Management bought 909 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $23.2K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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