Cherry Tree Wealth Management, LLC
Position in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTI | $134,589 | 6,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBTI | $135,084 | 6,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBTI | $92,159 | 4,117 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBTI | $102,028 | 4,563 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBTI | $89,489 | 4,022 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBTI | $51,058 | 2,331 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 IBTI | $52,144 | 2,317 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBTI | $40,538 | 1,857 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 IBTI | $10,024 | 457 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||