CTWM
IBTE

Cherry Tree Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-64,550
Closed -$1.55M – 652
2024
Q3 		$1.55M Sell
64,550
-2,928
-4% -$70.1K 0.37% 52
2024
Q2 		$1.62M Buy
67,478
+1,883
+3% +$45K 0.41% 50
2024
Q1 		$1.57M Buy
65,595
+2,299
+4% +$54.9K 0.39% 52
2023
Q4 		$1.51M Buy
63,296
+12,073
+24% +$288K 0.4% 49
2023
Q3 		$1.22M Buy
51,223
+970
+2% +$23.1K 0.36% 48
2023
Q2 		$1.2M Buy
+50,253
New +$1.2M 0.35% 48

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cherry Tree Wealth Management's IBTE Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 64,550 shares — an estimated $1.55M sold.

Cherry Tree Wealth Management first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $1.62M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 64,550 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.55M.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.62M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.