CTWM
IBTF

Cherry Tree Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,617
Closed -$482K – 618
2025
Q3 		$482K Sell
20,617
-860
-4% -$20.1K 0.11% 96
2025
Q2 		$502K Sell
21,477
-431
-2% -$10.1K 0.12% 92
2025
Q1 		$512K Sell
21,908
-3,536
-14% -$82.5K 0.12% 87
2024
Q4 		$593K Buy
25,444
+1,501
+6% +$35K 0.15% 83
2024
Q3 		$561K Buy
23,943
+692
+3% +$16.1K 0.13% 87
2024
Q2 		$540K Buy
23,251
+9,709
+72% +$225K 0.14% 84
2024
Q1 		$315K Buy
13,542
+1,928
+17% +$44.8K 0.08% 127
2023
Q4 		$270K Hold
11,614
– – 0.07% 133
2023
Q3 		$268K Hold
11,614
– – 0.08% 126
2023
Q2 		$269K Buy
+11,614
New +$272K 0.08% 128

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Cherry Tree Wealth Management's IBTF Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 20,617 shares — an estimated $482K sold.

Cherry Tree Wealth Management first reported a position in IBTF in Q2 2023 and held it in 10 quarters. The position peaked at $593K in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20,617 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $482K.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $593K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.