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Ishares Tr ibonds etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf 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 Tr ibonds etf by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 172k 24.34
2025-06-30 $4.2M 173k 24.27
2025-03-31 $4.1M 170k 24.18
2024-12-31 $3.9M 162k 23.96
2024-09-30 $3.7M 152k 24.37
2024-06-30 $3.0M 128k 23.73
2024-03-31 $2.6M 111k 23.80
2023-12-31 $2.0M 84k 23.93