Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,117 shares of IBTI stock, worth $92,014. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,117

Previous 4,563 9.77%

Holding current value

$92,014

Previous $102 Million 9.67%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$22.19 - $22.44 $9,896 - $10,008	-446 Reduced 9.77%	4,117 $92.2 Million
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

# of Institutions

213

Shares Held

41.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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Cherry Tree Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History