CTWM
Cherry Tree Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3K | Buy |
3,918
+595
| +18% | +$12.2K | 0.02% | 232 |
|
|
2025
Q1 | $67.6K | Hold |
3,323
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $65.8K | Buy |
3,323
+15
| +0.5% | +$297 | 0.02% | 238 |
|
|
2024
Q3 | $68.9K | Buy |
3,308
+16
| +0.5% | +$333 | 0.02% | 242 |
|
|
2024
Q2 | $65.7K | Buy |
3,292
+2,440
| +286% | +$48.7K | 0.02% | 239 |
|
|
2024
Q1 | $17.2K | Buy |
+852
| New | +$17.2K | ﹤0.01% | 331 |
|