CTWM
Cherry Tree Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Hold |
2,642
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $61.4K | Hold |
2,642
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $61.3K | Hold |
2,642
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $61.6K | Buy |
2,642
+368
| +16% | +$8.57K | 0.01% | 246 |
|
|
2024
Q2 | $52.9K | Hold |
2,274
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $53.2K | Buy |
2,274
+749
| +49% | +$17.5K | 0.01% | 245 |
|
|
2023
Q4 | $35.2K | Buy |
+1,525
| New | +$35.2K | 0.01% | 263 |
|