CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
4,563
+541
| +13% | +$12.1K | 0.02% | 214 |
|
|
2025
Q1 | $89.5K | Buy |
4,022
+1,691
| +73% | +$37.6K | 0.02% | 222 |
|
|
2024
Q4 | $51.1K | Buy |
2,331
+14
| +0.6% | +$307 | 0.01% | 249 |
|
|
2024
Q3 | $52.1K | Buy |
2,317
+460
| +25% | +$10.4K | 0.01% | 255 |
|
|
2024
Q2 | $40.5K | Buy |
1,857
+1,400
| +306% | +$30.6K | 0.01% | 267 |
|
|
2024
Q1 | $10K | Buy |
+457
| New | +$10K | ﹤0.01% | 375 |
|