CTWM
IBTD

Cherry Tree Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,637
Closed -$587K – 606
2023
Q3 		$587K Hold
23,637
– – 0.17% 73
2023
Q2 		$586K Buy
+23,637
New +$585K 0.17% 74

Other funds holding IBTD

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cherry Tree Wealth Management's IBTD Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 23,637 shares — an estimated $587K sold.

Cherry Tree Wealth Management first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $587K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 23,637 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $587K.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $587K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.