Cherry Tree Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.4K	Hold	1,741	–	–	0.02%	227
2025 Q4	$84.9K	Sell	1,741 -5	-0.3%	-$244	0.02%	229
2025 Q3	$85.3K	Sell	1,746 -123	-7%	-$5.98K	0.02%	229
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	+$87.8K	0.03%	201

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2026 at 1,741 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #227.

Cherry Tree Wealth Management first reported a position in ISTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $91K in Q3 2024. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Cherry Tree Wealth Management held 1,741 shares of iShares Core 1-5 Year USD Bond ETF worth $84.4K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #227 holding.
Cherry Tree Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $91K in Q3 2024.
394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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