Cherry Tree Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Hold	9,875	–	–	0.05%	153
2025 Q4	$222K	Buy	9,875 +445	+5%	+$10K	0.05%	157
2025 Q3	$212K	Buy	9,430 +3,792	+67%	+$85.1K	0.05%	159
2025 Q2	$127K	Buy	5,638 +537	+11%	+$12K	0.03%	195
2025 Q1	$114K	Buy	5,101 +673	+15%	+$15K	0.03%	202
2024 Q4	$98.3K	Buy	4,428 +14	+0.3%	+$312	0.02%	210
2024 Q3	$99.9K	Buy	4,414 +458	+12%	+$10.3K	0.02%	214
2024 Q2	$87.3K	Buy	3,956 +1,681	+74%	+$36.9K	0.02%	217
2024 Q1	$50.4K	Hold	2,275	–	–	0.01%	249
2023 Q4	$50.9K	Buy	+2,275	New	+$50K	0.01%	241

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 9,875 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #153.

Cherry Tree Wealth Management first reported a position in IBTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $222K in Q4 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Cherry Tree Wealth Management held 9,875 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $222K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #153 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $222K in Q4 2025.
313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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