Cherry Tree Wealth Management
IBHI icon

Cherry Tree Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.1K Hold
2,018
– – 0.01% 291
2026
Q2 		$47.2K Hold
2,018
– – 0.01% 285
2026
Q1 		$47K Hold
2,018
– – 0.01% 275
2025
Q4 		$47.7K Hold
2,018
– – 0.01% 269
2025
Q3 		$48.1K Sell
2,018
-210
-9% -$4.97K 0.01% 260
2025
Q2 		$52.8K Hold
2,228
– – 0.01% 254
2025
Q1 		$51.7K Buy
2,228
+1,597
+253% +$37.6K 0.01% 256
2024
Q4 		$14.8K Buy
+631
New +$14.9K ﹤0.01% 369

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

Cherry Tree Wealth Management held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q3 2026 at 2,018 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Cherry Tree Wealth Management first reported a position in IBHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $52.8K in Q2 2025. 31 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Cherry Tree Wealth Management held 2,018 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $46.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q3 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 8 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $52.8K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds 2029 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.