Cypress Point Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 30,000 shares of IBDQ stock, worth $754,500. This represents 0.28% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$754,500
Previous $751,000
0.4%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
427Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio