CTWM
IBDZ

Cherry Tree Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Sell
4,022
-394
-9% -$10.4K 0.02% 207
2025
Q4 		$116K Buy
4,416
+958
+28% +$25.4K 0.02% 208
2025
Q3 		$91.5K Hold
3,458
– – 0.02% 225
2025
Q2 		$90.4K Buy
3,458
+1,374
+66% +$35.1K 0.02% 225
2025
Q1 		$53.7K Buy
2,084
+394
+23% +$10.1K 0.01% 254
2024
Q4 		$43K Buy
1,690
+510
+43% +$13.2K 0.01% 265
2024
Q3 		$31.5K Buy
+1,180
New +$30.9K 0.01% 296

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 8.9% in Q1 2026, selling an estimated $10.4K and leaving 4,022 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #207.

Cherry Tree Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $116K in Q4 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Cherry Tree Wealth Management held 4,022 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $105K as of Q1 2026.
  • Cherry Tree Wealth Management sold 394 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $10.4K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $116K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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