Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 9,399 shares of IBDR stock, worth $223,226. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,399
Previous 9,399
-0.0%
Holding current value
$223,226
Previous $223,000
-0.0%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio