A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 113,000 shares of IBMN stock, worth $2.99 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
113,000
Previous 113,000 -0.0%
Holding current value
$2.99 Million
Previous $3 Million 0.37%
% of portfolio
1.68%
Previous 2.31%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$26.02 - $26.55 $2.94 Million - $3 Million
113,000 New
113,000 $3 Million

Others Institutions Holding IBMN

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBMN
  • Sector ETFs
  • Industry ETFs
More about IBMN
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.