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

Cherry Tree Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Hold
11,432
– – 0.06% 143
2025
Q4 		$262K Buy
11,432
+437
+4% +$10K 0.06% 143
2025
Q3 		$252K Buy
10,995
+3,933
+56% +$90K 0.06% 145
2025
Q2 		$162K Buy
7,062
+526
+8% +$12K 0.04% 173
2025
Q1 		$150K Buy
6,536
+2,075
+47% +$47.4K 0.04% 178
2024
Q4 		$102K Buy
4,461
+657
+17% +$15K 0.03% 208
2024
Q3 		$87.7K Buy
3,804
+867
+30% +$19.8K 0.02% 226
2024
Q2 		$66.5K Buy
2,937
+1,601
+120% +$36.1K 0.02% 238
2024
Q1 		$30.3K Hold
1,336
– – 0.01% 286
2023
Q4 		$30.5K Buy
+1,336
New +$30.1K 0.01% 277

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Cherry Tree Wealth Management's IBTG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q1 2026 at 11,432 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #143.

Cherry Tree Wealth Management first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Cherry Tree Wealth Management held 11,432 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $262K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.