Cherry Tree Wealth Management
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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
Q3 		$51.4K Hold
2,365
– – 0.01% 279
2026
Q2 		$53.7K Hold
2,365
– – 0.01% 271
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
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Stockman Wealth Management
Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cherry Tree Wealth Management's IBTM Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q3 2026 at 2,365 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #279.

Cherry Tree Wealth Management first reported a position in IBTM in Q1 2024 and has held it in 11 quarters since. The position peaked at $54.6K in Q4 2025. 37 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Cherry Tree Wealth Management held 2,365 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $51.4K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #279 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 11 quarters since.
  • Cherry Tree Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $54.6K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.