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Ishares Tr shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 52k 22.17
2024-06-30 $903k 43k 21.26
2024-03-31 $239k 11k 21.40
2023-12-31 $159k 7.3k 21.64

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

Ameriprise Financial
Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Gateway Advisory
HighTower Advisors
Sigma Investment Counselors
Royal Bank of Canada
Us Bancorp
UBS Group
Klingman & Associates
Monumental Financial Group

View all funds holding Ishares Tr