Cherry Tree Wealth Management, LLC
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBTO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTO | $39,219 | 1,608 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBTO | $39,484 | 1,608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBTO | $29,727 | 1,206 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBTO | $29,559 | 1,206 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBTO | $17,250 | 707 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBTO | $16,706 | 707 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 IBTO | $17,752 | 707 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBTO | $16,967 | 707 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 IBTO | $17,173 | 707 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||