Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 49,719 shares of IBDW stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

49,719

Previous 46,244 7.51%

Holding current value

$1.05 Million

Previous $960 Million 9.02%

% of portfolio

0.24%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$20.23 - $21.04 $70,299 - $73,114	3,475 Added 7.51%	49,719 $1.05 Billion
Q1 2025 Apr 21, 2025	BUY	$20.1 - $20.8 $95,655 - $98,987	4,759 Added 11.47%	46,244 $960 Million
Q4 2024 Feb 04, 2025	BUY	$20.28 - $21.2 $101,318 - $105,915	4,996 Added 13.69%	41,485 $844 Million
Q3 2024 Nov 12, 2024	BUY	$20.12 - $21.28 $229,267 - $242,485	11,395 Added 45.41%	36,489 $774 Million
Q2 2024 Aug 06, 2024	BUY	$19.84 - $20.44 $227,187 - $234,058	11,451 Added 83.93%	25,094 $509 Million
Q1 2024 May 01, 2024	BUY	$20.24 - $20.75 $268,341 - $275,103	13,258 Added 3443.64%	13,643 $280 Million
Q4 2023 Feb 06, 2024	BUY	$18.79 - $20.85 $7,234 - $8,027	385 New	385 $8 Million

Others Institutions Holding IBDW

# of Institutions

251

Shares Held

75.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History