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 Q3	$8.36K	Hold	326	–	–	﹤0.01%	449
2026 Q2	$8.63K	Hold	326	–	–	﹤0.01%	458
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

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q3 2026 at 326 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Cherry Tree Wealth Management first reported a position in IBHJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.76K in Q3 2024. 8 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

Cherry Tree Wealth Management held 326 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $8.36K as of Q3 2026.
Cherry Tree Wealth Management left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #449 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 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $8.76K in Q3 2024.
8 funds tracked by Wall St. Rank held iShares iBonds 2030 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.