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

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