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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return