Cherry Tree Wealth Management
IBHH icon

Cherry Tree Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$132K Hold
5,714
– – 0.02% 199
2026
Q2 		$134K Hold
5,714
– – 0.03% 200
2026
Q1 		$134K Sell
5,714
-214
-4% -$5.06K 0.03% 189
2025
Q4 		$140K Hold
5,928
– – 0.03% 192
2025
Q3 		$141K Hold
5,928
– – 0.03% 190
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% +$4.99K 0.03% 181
2024
Q3 		$136K Buy
5,716
+4,005
+234% +$93.9K 0.03% 188
2024
Q2 		$39.6K Hold
1,711
– – 0.01% 272
2024
Q1 		$39.9K Buy
+1,711
New +$39.7K 0.01% 267

Other funds holding IBHH

Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Cherry Tree Wealth Management's IBHH Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q3 2026 at 5,714 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #199.

Cherry Tree Wealth Management first reported a position in IBHH in Q1 2024 and has held it in 11 quarters since. The position peaked at $141K in Q3 2025. 29 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

  • Cherry Tree Wealth Management held 5,714 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $132K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $141K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.