Cherry Tree Wealth Management, LLC
Position in IBHJ — iShares iBonds 2030 Term High Yield and Income ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBHJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHJ | $8,547 | 326 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBHJ | $8,674 | 326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBHJ | $8,736 | 326 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBHJ | $8,684 | 326 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBHJ | $8,505 | 326 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBHJ | $8,487 | 326 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 IBHJ | $8,759 | 326 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||