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 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q1 2026 at 4,963 shares worth $97.9K. The position accounts for 0.02% of the portfolio, ranked #212.

Cherry Tree Wealth Management first reported a position in IBTK in Q2 2024 and has held it in 8 quarters since. The position peaked at $98.6K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Cherry Tree Wealth Management held 4,963 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $97.9K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #212 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 8 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $98.6K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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