Cherry Tree Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$135K	Hold	6,040	–	–	0.03%	187
2025 Q4	$135K	Buy	6,040 +1,923	+47%	+$43.1K	0.03%	197
2025 Q3	$92.2K	Sell	4,117 -446	-10%	-$9.96K	0.02%	224
2025 Q2	$102K	Buy	4,563 +541	+13%	+$12K	0.02%	214
2025 Q1	$89.5K	Buy	4,022 +1,691	+73%	+$37.2K	0.02%	222
2024 Q4	$51.1K	Buy	2,331 +14	+0.6%	+$309	0.01%	249
2024 Q3	$52.1K	Buy	2,317 +460	+25%	+$10.2K	0.01%	255
2024 Q2	$40.5K	Buy	1,857 +1,400	+306%	+$30.4K	0.01%	267
2024 Q1	$10K	Buy	+457	New	+$10.1K	﹤0.01%	375

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q1 2026 at 6,040 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #187.

Cherry Tree Wealth Management first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $135K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Cherry Tree Wealth Management held 6,040 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $135K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #187 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $135K in Q4 2025.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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