Cherry Tree Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
7,062
+526
| +8% | +$12.1K | 0.04% | 173 |
|
|
2025
Q1 | $150K | Buy |
6,536
+2,075
| +47% | +$47.6K | 0.04% | 178 |
|
|
2024
Q4 | $102K | Buy |
4,461
+657
| +17% | +$15K | 0.03% | 208 |
|
|
2024
Q3 | $87.7K | Buy |
3,804
+867
| +30% | +$20K | 0.02% | 226 |
|
|
2024
Q2 | $66.5K | Buy |
2,937
+1,601
| +120% | +$36.3K | 0.02% | 238 |
|
|
2024
Q1 | $30.3K | Hold |
1,336
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $30.5K | Buy |
+1,336
| New | +$30.5K | 0.01% | 277 |
|