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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.98K	Hold	225	–	–	﹤0.01%	483
2025 Q4	$5.02K	Hold	225	–	–	﹤0.01%	483
2025 Q3	$5.06K	Hold	225	–	–	﹤0.01%	468
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	$5.08K	Hold	225	–	–	﹤0.01%	480
2024 Q2	$4.96K	Hold	225	–	–	﹤0.01%	460
2024 Q1	$5.01K	Buy	+225	New	+$4.99K	﹤0.01%	439

Other funds holding IBHG

LIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q1 2026 at 225 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Cherry Tree Wealth Management first reported a position in IBHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.08K in Q3 2024. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Cherry Tree Wealth Management held 225 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $4.98K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q1 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #483 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $5.08K in Q3 2024.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 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.