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Cherry Tree Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Hold
11,616
– – 0.06% 129
2025
Q4 		$304K Buy
11,616
+2,692
+30% +$70.6K 0.06% 132
2025
Q3 		$234K Buy
8,924
+3,877
+77% +$101K 0.05% 148
2025
Q2 		$131K Buy
5,047
+2,605
+107% +$66.1K 0.03% 192
2025
Q1 		$62.4K Buy
2,442
+1,473
+152% +$37.2K 0.02% 243
2024
Q4 		$24.3K Buy
969
+476
+97% +$12.2K 0.01% 312
2024
Q3 		$13K Buy
+493
New +$12.8K ﹤0.01% 388

Other funds holding IBDY

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 11,616 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #129.

Cherry Tree Wealth Management first reported a position in IBDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $304K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Cherry Tree Wealth Management held 11,616 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $300K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $304K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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