Cherry Tree Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.07K	Hold	225	–	–	﹤0.01%	475
2025 Q1	$5.02K	Hold	225	–	–	﹤0.01%	528
2024 Q4	$5K	Hold	225	–	–	﹤0.01%	475
2024 Q3	$5.09K	Hold	225	–	–	﹤0.01%	480
2024 Q2	$4.96K	Hold	225	–	–	﹤0.01%	460
2024 Q1	$5.01K	Buy	+225	New	+$5.01K	﹤0.01%	439