CTWM
Cherry Tree Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
5,928
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $138K | Hold |
5,928
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $139K | Buy |
5,928
+212
| +4% | +$4.95K | 0.03% | 181 |
|
|
2024
Q3 | $136K | Buy |
5,716
+4,005
| +234% | +$95.3K | 0.03% | 188 |
|
|
2024
Q2 | $39.6K | Hold |
1,711
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $39.9K | Buy |
+1,711
| New | +$39.9K | 0.01% | 267 |
|