CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
5,638
+537
| +11% | +$12.1K | 0.03% | 195 |
|
|
2025
Q1 | $114K | Buy |
5,101
+673
| +15% | +$15.1K | 0.03% | 202 |
|
|
2024
Q4 | $98.3K | Buy |
4,428
+14
| +0.3% | +$311 | 0.02% | 210 |
|
|
2024
Q3 | $99.9K | Buy |
4,414
+458
| +12% | +$10.4K | 0.02% | 214 |
|
|
2024
Q2 | $87.3K | Buy |
3,956
+1,681
| +74% | +$37.1K | 0.02% | 217 |
|
|
2024
Q1 | $50.4K | Hold |
2,275
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $50.9K | Buy |
+2,275
| New | +$50.9K | 0.01% | 241 |
|