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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$131K Buy
5,047
+2,605
+107% +$67.5K 0.03% 192
2025
Q1 		$62.4K Buy
2,442
+1,473
+152% +$37.7K 0.02% 243
2024
Q4 		$24.3K Buy
969
+476
+97% +$11.9K 0.01% 312
2024
Q3 		$13K Buy
+493
New +$13K ﹤0.01% 388