Cherry Tree Wealth Management, LLC Ishares Tr Ibonds 2029 Term Hi 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 2029 Term Hi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,018 shares of IBHI stock, worth $47,463. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,018
Previous 2,228
9.43%
Holding current value
$47,463
Previous $52.8 Million
8.81%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio