Cherry Tree Wealth Management, LLC IBDU Holdings History
Cherry Tree Wealth Management, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 193,933.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $4.49 Mil. This investment constitutes 1.08% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.18% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2023Q4. And since then Cherry Tree Wealth Management, LLC has made 6 purchases of IBDU, at an average price of $22.67, for a total of 193,933.00 shares. Based on historical transaction data and IBDU's current price of $23.23, Cherry Tree Wealth Management, LLC's estimated gain on his IBDU holdings is $108,861.09, reflecting a 2.48% gain to date.
Cherry Tree Wealth Management, LLC IBDU ($23.23) Holding Chart
Cherry Tree Wealth Management, LLC IBDU ($23.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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