Cherry Tree Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 45,688 shares of IBDQ stock, worth $1.15 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
45,688
Previous 40,400
13.09%
Holding current value
$1.15 Million
Previous $1 Billion
13.32%
% of portfolio
0.29%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
380Shares Held
80.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.8 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.3 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$59 Million0.15% of portfolio