Cherry Tree Wealth Management
IGSB icon

Cherry Tree Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cherry Tree Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$368K Sell
7,187
-1,736
-19% -$90.2K 0.07% 122
2026
Q2 		$468K Sell
8,923
-125
-1% -$6.55K 0.09% 103
2026
Q1 		$476K Buy
9,048
+47
+0.5% +$2.48K 0.1% 99
2025
Q4 		$476K Hold
9,001
– – 0.1% 103
2025
Q3 		$477K Sell
9,001
-296
-3% -$15.6K 0.1% 99
2025
Q2 		$490K Sell
9,297
-52
-0.6% -$2.72K 0.11% 95
2025
Q1 		$490K Sell
9,349
-135
-1% -$7.02K 0.12% 89
2024
Q4 		$490K Sell
9,484
-144
-1% -$7.49K 0.12% 90
2024
Q3 		$507K Hold
9,628
– – 0.12% 93
2024
Q2 		$493K Hold
9,628
– – 0.12% 89
2024
Q1 		$494K Sell
9,628
-1,329
-12% -$68K 0.12% 88
2023
Q4 		$562K Sell
10,957
-2,686
-20% -$135K 0.15% 77
2023
Q3 		$680K Sell
13,643
-1,896
-12% -$94.9K 0.2% 67
2023
Q2 		$780K Buy
+15,539
New +$783K 0.23% 64

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 19% in Q3 2026, selling an estimated $90.2K and leaving 7,187 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #122.

Cherry Tree Wealth Management first reported a position in IGSB in Q2 2023 and has held it in 14 quarters since. The position peaked at $780K in Q2 2023. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Cherry Tree Wealth Management held 7,187 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $368K as of Q3 2026.
  • Cherry Tree Wealth Management sold 1,736 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $90.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Cherry Tree Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $780K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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