CTWM
IBTI icon

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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return