Cherry Tree Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167K	Hold	7,403	–	–	0.03%	181
2026 Q2	$168K	Hold	7,403	–	–	0.03%	186
2026 Q1	$170K	Sell	7,403 -218	-3%	-$5.02K	0.04%	172
2025 Q4	$176K	Hold	7,621	–	–	0.04%	172
2025 Q3	$178K	Hold	7,621	–	–	0.04%	168
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%	+$29.7K	0.03%	186
2024 Q2	$108K	Buy	4,720 +4,273	+956%	+$97.6K	0.03%	197
2024 Q1	$10.3K	Hold	447	–	–	﹤0.01%	371
2023 Q4	$10.2K	Buy	+447	New	+$10.1K	﹤0.01%	353

Other funds holding IBHF

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q3 2026 at 7,403 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #181.

Cherry Tree Wealth Management first reported a position in IBHF in Q4 2023 and has held it in 12 quarters since. The position peaked at $178K in Q3 2025. 44 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Cherry Tree Wealth Management held 7,403 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $167K as of Q3 2026.
Cherry Tree Wealth Management left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #181 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $178K in Q3 2025.
44 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

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