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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
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

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)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Morgan Stanley
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Capital Investment Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial
Woodmont Investment Counsel
Gratus Wealth Advisors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf