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 Q3	$143K	Buy	5,814 +1,218	+27%	+$31K	0.03%	189
2026 Q2	$120K	Buy	4,596 +574	+14%	+$14.9K	0.02%	213
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Tree Wealth Management's IBDZ Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 27% in Q3 2026, buying an estimated $31K and bringing the position to 5,814 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #189.

Cherry Tree Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Cherry Tree Wealth Management held 5,814 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $143K as of Q3 2026.
Cherry Tree Wealth Management bought 1,218 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $31K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #189 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 9 quarters since.
35 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.