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

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 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

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 6,291 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #186.

Cherry Tree Wealth Management first reported a position in IBTJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $138K in Q3 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Cherry Tree Wealth Management held 6,291 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $137K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #186 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $138K in Q3 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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