CTWM
Cherry Tree Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
7,621
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $177K | Buy |
7,621
+1,613
| +27% | +$37.5K | 0.04% | 166 |
|
|
2024
Q4 | $139K | Hold |
6,008
| – | – | 0.03% | 180 |
|
|
2024
Q3 | $141K | Buy |
6,008
+1,288
| +27% | +$30.2K | 0.03% | 186 |
|
|
2024
Q2 | $108K | Buy |
4,720
+4,273
| +956% | +$97.9K | 0.03% | 197 |
|
|
2024
Q1 | $10.3K | Hold |
447
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $10.2K | Buy |
+447
| New | +$10.2K | ﹤0.01% | 353 |
|