Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 38,263 shares of IBDR stock, worth $908,746. This represents 0.22% of its overall portfolio holdings.
Number of Shares
38,263
Previous 51,582
25.82%
Holding current value
$908,746
Previous $1.25 Billion
25.7%
% of portfolio
0.22%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio