CTWM
Cherry Tree Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9K | Hold |
1,869
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $90.4K | Hold |
1,869
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $89.3K | Hold |
1,869
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $91K | Hold |
1,869
| – | – | 0.02% | 222 |
|
|
2024
Q2 | $88.5K | Hold |
1,869
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $88.7K | Hold |
1,869
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $88.9K | Hold |
1,869
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $86.7K | Hold |
1,869
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $87.2K | Buy |
+1,869
| New | +$87.2K | 0.03% | 201 |
|