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Cherry Tree Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$94.3K Hold
4,963
– – 0.02% 233
2026
Q2 		$97K Hold
4,963
– – 0.02% 231
2026
Q1 		$97.9K Hold
4,963
– – 0.02% 212
2025
Q4 		$98.5K Hold
4,963
– – 0.02% 223
2025
Q3 		$98.6K Hold
4,963
– – 0.02% 216
2025
Q2 		$98.5K Buy
4,963
+614
+14% +$12.1K 0.02% 218
2025
Q1 		$85.5K Buy
4,349
+1,918
+79% +$37.1K 0.02% 225
2024
Q4 		$46.7K Buy
2,431
+15
+0.6% +$292 0.01% 258
2024
Q3 		$48.4K Buy
2,416
+824
+52% +$16.3K 0.01% 259
2024
Q2 		$30.7K Buy
+1,592
New +$30.4K 0.01% 291

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Cherry Tree Wealth Management's IBTK Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q3 2026 at 4,963 shares worth $94.3K. The position accounts for 0.02% of the portfolio, ranked #233.

Cherry Tree Wealth Management first reported a position in IBTK in Q2 2024 and has held it in 10 quarters since. The position peaked at $98.6K in Q3 2025. 25 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Cherry Tree Wealth Management held 4,963 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $94.3K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $98.6K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.