Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12,273 shares of IBDX stock, worth $310,506. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,273
Previous 8,732 40.55%
Holding current value
$310,506
Previous $218 Million 42.21%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$24.31 - $25.29 $86,081 - $89,551
3,541 Added 40.55%
12,273 $310 Million
Q1 2025

Apr 21, 2025
BUY
$24.21 - $25.09 $56,167 - $58,208
2,320 Added 36.18%
8,732 $218 Million
Q4 2024

Feb 04, 2025
BUY
$24.5 - $25.72 $9,677 - $10,159
395 Added 6.56%
6,412 $158 Million
Q3 2024

Nov 12, 2024
BUY
$24.34 - $25.83 $51,406 - $54,552
2,112 Added 54.08%
6,017 $155 Million
Q1 2024

May 01, 2024
BUY
$24.5 - $25.2 $95,672 - $98,406
3,905 New
3,905 $96.9 Million

Others Institutions Holding IBDX

# of Institutions
161
Shares Held
36.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email