Cherry Tree Wealth Management, LLC
Position in IBHH — iShares iBonds 2028 Term High Yield and Income ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBHH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHH | $134,107 | 5,714 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBHH | $140,345 | 5,928 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBHH | $141,442 | 5,928 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBHH | $140,671 | 5,928 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBHH | $138,478 | 5,928 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBHH | $138,531 | 5,928 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 IBHH | $136,040 | 5,716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBHH | $39,558 | 1,711 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 IBHH | $39,934 | 1,711 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||