Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 193,933 shares of IBDU stock, worth $4.5 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

193,933

Previous 173,001 12.1%

Holding current value

$4.5 Million

Previous $3.94 Billion 13.72%

% of portfolio

1.08%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$22.61 - $23.14 $473,272 - $484,366	20,932 Added 12.1%	193,933 $4.49 Billion
Q4 2024 Feb 04, 2025	BUY	$22.71 - $23.47 $651,777 - $673,589	28,700 Added 19.89%	173,001 $3.94 Billion
Q3 2024 Nov 12, 2024	BUY	$22.51 - $23.57 $420,959 - $440,782	18,701 Added 14.89%	144,301 $3.39 Billion
Q2 2024 Aug 06, 2024	BUY	$22.29 - $22.77 $572,474 - $584,801	25,683 Added 25.7%	125,600 $2.85 Billion
Q1 2024 May 01, 2024	BUY	$22.61 - $23.1 $966,487 - $987,432	42,746 Added 74.77%	99,917 $2.28 Billion
Q4 2023 Feb 06, 2024	BUY	$21.44 - $23.11 $1.23 Million - $1.32 Million	57,171 New	57,171 $1.32 Billion

Others Institutions Holding IBDU

# of Institutions

282

Shares Held

83M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History