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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return