Cypress Point Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
 - Q3 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 0.17% of its overall portfolio holdings.
Number of Shares
30,000
              Previous 30,000
              
        
           -0.0%
        
      
          
        Holding current value
$754,500
            Previous $755,000
            
        
           -0.0%
        
      
          
        % of portfolio
0.17%
            Previous 0.21%
          
        Shares
	  2 transactions
	
  Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.2MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
 - 
    
      Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
 - 
    
      Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
 - 
    
      Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
 - 
    
      Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio