A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,804 shares of IBTG stock, worth $86,502. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,804
Previous 2,937 29.52%
Holding current value
$86,502
Previous $66.5 Million 31.86%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$22.55 - $23.1 $19,550 - $20,027
867 Added 29.52%
3,804 $87.7 Million
Q2 2024

Aug 06, 2024

BUY
$22.46 - $22.66 $35,958 - $36,278
1,601 Added 119.84%
2,937 $66.5 Million
Q4 2023

Feb 06, 2024

BUY
$22.32 - $22.86 $29,819 - $30,540
1,336 New
1,336 $30.5 Million

Others Institutions Holding IBTG

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.