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Ishares Ibonds Dec 2025 Term T shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 14k 23.23
2023-12-31 $270k 12k 23.28
2023-09-30 $268k 12k 23.08
2023-06-30 $269k 12k 23.13

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Ibonds Dec 2025 Term T

Captrust Financial Advisors
UBS Group
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Capital Investment Advisors
Goss Wealth Management
Hills Bank And Trust Company
Golub Group
Royal Bank of Canada
LPL Financial
Raymond James Financial Services Advisors
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2025 Term T