Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q1 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 0.05% of its overall portfolio holdings.
Number of Shares
9,399
Previous 10,628
11.56%
Holding current value
$223,226
Previous $252,000
11.51%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
431Shares 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