Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 59,000 shares of IBDR stock, worth $1.4 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
59,000
Previous 59,000
-0.0%
Holding current value
$1.4 Million
Previous $1.4 Million
-0.0%
% of portfolio
0.51%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio