Cherry Tree Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.2K	Hold	2,365	–	–	0.01%	259
2025 Q4	$54.6K	Buy	2,365 +1,077	+84%	+$25K	0.01%	260
2025 Q3	$29.8K	Hold	1,288	–	–	0.01%	299
2025 Q2	$29.7K	Buy	1,288 +530	+70%	+$12.1K	0.01%	295
2025 Q1	$17.4K	Hold	758	–	–	﹤0.01%	367
2024 Q4	$16.8K	Hold	758	–	–	﹤0.01%	360
2024 Q3	$17.8K	Hold	758	–	–	﹤0.01%	354
2024 Q2	$17K	Hold	758	–	–	﹤0.01%	344
2024 Q1	$17.2K	Buy	+758	New	+$17.2K	﹤0.01%	330

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

CIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

DADC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 2,365 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #259.

Cherry Tree Wealth Management first reported a position in IBTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.6K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Cherry Tree Wealth Management held 2,365 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $54.2K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #259 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $54.6K in Q4 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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