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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
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

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SCA
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