Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,536 shares of IBTG stock, worth $149,609. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,536
Previous 4,461 46.51%
Holding current value
$149,609
Previous $102 Million 47.35%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$22.77 - $22.94 $47,247 - $47,600
2,075 Added 46.51%
6,536 $150 Million
Q4 2024

Feb 04, 2025
BUY
$22.72 - $23.0 $14,927 - $15,111
657 Added 17.27%
4,461 $102 Million
Q3 2024

Nov 12, 2024
BUY
$22.55 - $23.1 $19,550 - $20,027
867 Added 29.52%
3,804 $87.7 Million
Q2 2024

Aug 06, 2024
BUY
$22.46 - $22.66 $35,958 - $36,278
1,601 Added 119.84%
2,937 $66.5 Million
Q4 2023

Feb 06, 2024
BUY
$22.32 - $22.86 $29,819 - $30,540
1,336 New
1,336 $30.5 Million

Others Institutions Holding IBTG

# of Institutions
279
Shares Held
64.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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