Cypress Point Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Cypress Point Wealth Management, LLC
- $361 Million
- Q2 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 $753,300. This represents 0.21% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$753,300
Previous $754,000
0.13%
% of portfolio
0.21%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
432Shares Held
94.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.7 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.64MShares$66.3 Million0.28% of portfolio