A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,563 shares of IBTI stock, worth $101,709. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,563
Previous 4,022 13.45%
Holding current value
$101,709
Previous $89.5 Million 14.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 05, 2025

BUY
$22.09 - $22.44 $11,950 - $12,140
541 Added 13.45%
4,563 $102 Million
Q1 2025

Apr 21, 2025

BUY
$21.77 - $22.25 $36,813 - $37,624
1,691 Added 72.54%
4,022 $89.5 Million
Q4 2024

Feb 04, 2025

BUY
$21.81 - $22.48 $305 - $314
14 Added 0.6%
2,331 $51.1 Million
Q3 2024

Nov 12, 2024

BUY
$21.7 - $22.6 $9,982 - $10,396
460 Added 24.77%
2,317 $52.1 Million
Q2 2024

Aug 06, 2024

BUY
$21.51 - $21.88 $30,114 - $30,632
1,400 Added 306.35%
1,857 $40.5 Million
Q1 2024

May 01, 2024

BUY
$21.79 - $22.29 $9,958 - $10,186
457 New
457 $10 Million

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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