Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 23,251 shares of IBTF stock, worth $542,213. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,251
Previous 13,542
71.7%
Holding current value
$542,213
Previous $315 Million
71.62%
% of portfolio
0.14%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
268Shares Held
82.4MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio