CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Buy |
4,963
+614
| +14% | +$12.2K | 0.02% | 218 |
|
|
2025
Q1 | $85.5K | Buy |
4,349
+1,918
| +79% | +$37.7K | 0.02% | 225 |
|
|
2024
Q4 | $46.7K | Buy |
2,431
+15
| +0.6% | +$288 | 0.01% | 258 |
|
|
2024
Q3 | $48.4K | Buy |
2,416
+824
| +52% | +$16.5K | 0.01% | 259 |
|
|
2024
Q2 | $30.7K | Buy |
+1,592
| New | +$30.7K | 0.01% | 291 |
|