CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
6,017
+1,089
| +22% | +$23.9K | 0.03% | 191 |
|
|
2025
Q1 | $107K | Buy |
4,928
+539
| +12% | +$11.7K | 0.03% | 208 |
|
|
2024
Q4 | $93.6K | Buy |
4,389
+809
| +23% | +$17.3K | 0.02% | 215 |
|
|
2024
Q3 | $79.1K | Buy |
3,580
+364
| +11% | +$8.05K | 0.02% | 233 |
|
|
2024
Q2 | $68.7K | Buy |
3,216
+2,589
| +413% | +$55.3K | 0.02% | 234 |
|
|
2024
Q1 | $13.5K | Buy |
627
+467
| +292% | +$10K | ﹤0.01% | 350 |
|
|
2023
Q4 | $3.49K | Buy |
+160
| New | +$3.49K | ﹤0.01% | 458 |
|