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Cherry Tree Wealth Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.55K Hold
326
– – ﹤0.01% 444
2025
Q4 		$8.68K Hold
326
– – ﹤0.01% 438
2025
Q3 		$8.74K Hold
326
– – ﹤0.01% 421
2025
Q2 		$8.69K Hold
326
– – ﹤0.01% 427
2025
Q1 		$8.51K Hold
326
– – ﹤0.01% 453
2024
Q4 		$8.49K Hold
326
– – ﹤0.01% 435
2024
Q3 		$8.76K Buy
+326
New +$8.6K ﹤0.01% 435

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q1 2026 at 326 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Cherry Tree Wealth Management first reported a position in IBHJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.76K in Q3 2024. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Cherry Tree Wealth Management held 326 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $8.55K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #444 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $8.76K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 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.