Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 35,000 shares of IBDS stock, worth $847,350. This represents 0.24% of its overall portfolio holdings.

Number of Shares
35,000
Previous 15,000 133.33%
Holding current value
$847,350
Previous $362,000 134.53%
% of portfolio
0.24%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$23.96 - $24.27 $479,200 - $485,400
20,000 Added 133.33%
35,000 $849,000
Q4 2024

Jan 21, 2025
BUY
$23.88 - $24.32 $358,200 - $364,800
15,000 New
15,000 $359,000

Others Institutions Holding IBDS

# of Institutions
398
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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