Cherry Tree Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Buy |
1,206
+499
| +71% | +$12.2K | 0.01% | 296 |
|
|
2025
Q1 | $17.3K | Hold |
707
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $16.7K | Hold |
707
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $17.8K | Hold |
707
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $17K | Hold |
707
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $17.2K | Buy |
+707
| New | +$17.2K | ﹤0.01% | 332 |
|