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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
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

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q1 2026 at 2,018 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #275.

Cherry Tree Wealth Management first reported a position in IBHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.8K in Q2 2025. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Cherry Tree Wealth Management held 2,018 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $47K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #275 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 6 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $52.8K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 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.