Cherry Tree Wealth Management, LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBHI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $46,985 | 2,018 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBHI | $47,685 | 2,018 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBHI | $48,129 | 2,018 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBHI | $52,781 | 2,228 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBHI | $51,734 | 2,228 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBHI | $14,796 | 631 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||