Cherry Tree Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,642	Closed	-$61.3K	–	617
2025 Q3	$61.3K	Hold	2,642	–	–	0.01%	243
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%	+$8.54K	0.01%	246
2024 Q2	$52.9K	Hold	2,274	–	–	0.01%	249
2024 Q1	$53.2K	Buy	2,274 +749	+49%	+$17.4K	0.01%	245
2023 Q4	$35.2K	Buy	+1,525	New	+$34.9K	0.01%	263

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cherry Tree Wealth Management's IBHE Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 2,642 shares — an estimated $61.3K sold.

Cherry Tree Wealth Management first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $61.6K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Cherry Tree Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 2,642 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $61.3K.
Cherry Tree Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $61.6K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.