Cherry Tree Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.2K	Hold	1,608	–	–	0.01%	293
2025 Q4	$39.5K	Buy	1,608 +402	+33%	+$9.93K	0.01%	287
2025 Q3	$29.7K	Hold	1,206	–	–	0.01%	300
2025 Q2	$29.6K	Buy	1,206 +499	+71%	+$12.1K	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

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

CIM

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

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2026 at 1,608 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #293.

Cherry Tree Wealth Management first reported a position in IBTO in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.5K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Cherry Tree Wealth Management held 1,608 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $39.2K as of Q1 2026.
Cherry Tree Wealth Management left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #293 holding.
Cherry Tree Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Cherry Tree Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $39.5K in Q4 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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