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Cherry Tree Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Hold
6,291
– – 0.03% 186
2025
Q4 		$138K Hold
6,291
– – 0.03% 195
2025
Q3 		$138K Buy
6,291
+274
+5% +$6K 0.03% 192
2025
Q2 		$132K Buy
6,017
+1,089
+22% +$23.7K 0.03% 191
2025
Q1 		$107K Buy
4,928
+539
+12% +$11.6K 0.03% 208
2024
Q4 		$93.6K Buy
4,389
+809
+23% +$17.4K 0.02% 215
2024
Q3 		$79.1K Buy
3,580
+364
+11% +$7.95K 0.02% 233
2024
Q2 		$68.7K Buy
3,216
+2,589
+413% +$54.9K 0.02% 234
2024
Q1 		$13.5K Buy
627
+467
+292% +$10.1K ﹤0.01% 350
2023
Q4 		$3.48K Buy
+160
New +$3.38K ﹤0.01% 458

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Wells Fargo
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TPWA
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BCM
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FAC
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Raymond James Financial
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AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return