Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,430 shares of IBTH stock, worth $211,892. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,430

Previous 5,638 67.26%

Holding current value

$211,892

Previous $127 Million 67.48%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	$22.36 - $22.52 $84,789 - $85,395	3,792 Added 67.26%	9,430 $212 Million
Q2 2025 Aug 05, 2025	BUY	$22.3 - $22.57 $11,975 - $12,120	537 Added 10.53%	5,638 $127 Million
Q1 2025 Apr 21, 2025	BUY	$22.11 - $22.43 $14,880 - $15,095	673 Added 15.2%	5,101 $114 Million
Q4 2024 Feb 04, 2025	BUY	$22.1 - $22.59 $309 - $316	14 Added 0.32%	4,428 $98.3 Million
Q3 2024 Nov 12, 2024	BUY	$21.96 - $22.69 $10,057 - $10,392	458 Added 11.58%	4,414 $99.9 Million

Q2 2024 Aug 06, 2024	BUY	$21.83 - $22.09 $36,696 - $37,133	1,681 Added 73.89%	3,956 $87.3 Million
Q4 2023 Feb 06, 2024	BUY	$21.61 - $22.41 $49,162 - $50,982	2,275 New	2,275 $50.9 Million

Others Institutions Holding IBTH

# of Institutions

292

Shares Held

61.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History