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 Q1	$134K	Sell	5,714 -214	-4%	-$5.05K	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

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

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