Cherry Tree Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Cherry Tree Wealth Management’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.8K	Hold	4,400	–	–	0.02%	221
2025 Q4	$90.3K	Buy	4,400 +482	+12%	+$9.93K	0.02%	227
2025 Q3	$80.6K	Hold	3,918	–	–	0.02%	230
2025 Q2	$80.3K	Buy	3,918 +595	+18%	+$12.1K	0.02%	232
2025 Q1	$67.6K	Hold	3,323	–	–	0.02%	239
2024 Q4	$65.8K	Buy	3,323 +15	+0.5%	+$302	0.02%	238
2024 Q3	$68.9K	Buy	3,308 +16	+0.5%	+$329	0.02%	242
2024 Q2	$65.7K	Buy	3,292 +2,440	+286%	+$48.3K	0.02%	239
2024 Q1	$17.2K	Buy	+852	New	+$17.2K	﹤0.01%	331

Other funds holding IBTL

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q1 2026 at 4,400 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #221.

Cherry Tree Wealth Management first reported a position in IBTL in Q1 2024 and has held it in 9 quarters since. The position peaked at $90.3K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Cherry Tree Wealth Management held 4,400 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $89.8K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #221 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $90.3K in Q4 2025.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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