Cherry Tree Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
2025
Q1
$150K Buy
2024
Q4
$102K Buy
2024
Q3
$87.7K Buy
2024
Q2
$66.5K Buy
2024
Q1
$30.3K Hold
2023
Q4
$30.5K Buy