CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
12,273
+3,541
| +41% | +$89.5K | 0.07% | 126 |
|
|
2025
Q1 | $218K | Buy |
8,732
+2,320
| +36% | +$58K | 0.05% | 151 |
|
|
2024
Q4 | $158K | Buy |
6,412
+395
| +7% | +$9.71K | 0.04% | 170 |
|
|
2024
Q3 | $155K | Buy |
6,017
+2,112
| +54% | +$54.3K | 0.04% | 175 |
|
|
2024
Q2 | $95.9K | Hold |
3,905
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $96.9K | Buy |
+3,905
| New | +$96.9K | 0.02% | 210 |
|