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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $32.7B AUM 35.71% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CFS

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

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

Cherry Tree Wealth Management reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 3.6% in Q1 2026, selling an estimated $5.05K and leaving 5,714 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #189.

Cherry Tree Wealth Management first reported a position in IBHH in Q1 2024 and has held it in 9 quarters since. The position peaked at $141K in Q3 2025. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

Cherry Tree Wealth Management held 5,714 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $134K as of Q1 2026.
Cherry Tree Wealth Management sold 214 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $5.05K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #189 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 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $141K in Q3 2025.
101 funds tracked by Wall St. Rank held iShares iBonds 2028 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.