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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's IBHF Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 2.9% in Q1 2026, selling an estimated $5.02K and leaving 7,403 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #172.

Cherry Tree Wealth Management first reported a position in IBHF in Q4 2023 and has held it in 10 quarters since. The position peaked at $178K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Cherry Tree Wealth Management held 7,403 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $170K as of Q1 2026.
Cherry Tree Wealth Management sold 218 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $5.02K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #172 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 10 quarters since.
Cherry Tree Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $178K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.