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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury 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 iBonds Dec 2033 Term Treasury ETF by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 707 25.11
2024-06-30 $17k 707 24.00
2024-03-31 $17k 707 24.29

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 iBonds Dec 2033 Term Treasury ETF

Federation des caisses Desjardins du Quebec
Golub Group
Union Bankshares
Krilogy Financial
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Estate Counselors
Goldman Sachs Group
Raymond James & Associates
Probity Advisors
Accretive Wealth Partners
Honkamp Krueger Financial Services
HighTower Advisors
Jane Street

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF