Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

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 10,628 shares of IBDR stock, worth $252,415. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,628

Previous 10,628 -0.0%

Holding current value

$252,415

Previous $253,000 0.4%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$23.65 - $23.82 $6,976 - $7,026	-295 Reduced 2.7%	10,628 $253,000
Q2 2023 Jul 21, 2023	SELL	$23.42 - $23.83 $43,397 - $44,156	-1,853 Reduced 14.5%	10,923 $256,000
Q1 2023 Apr 07, 2023	SELL	$23.14 - $23.86 $10,297 - $10,617	-445 Reduced 3.37%	12,776 $303,000
Q4 2022 Jan 18, 2023	BUY	$22.9 - $23.61 $38,265 - $39,452	1,671 Added 14.47%	13,221 $0
Q2 2022 Jul 27, 2022	SELL	$23.33 - $24.57 $66,677 - $70,221	-2,858 Reduced 19.84%	11,550 $275,000
Q4 2021 Jan 19, 2022	SELL	$25.98 - $26.52 $10,755 - $10,979	-414 Reduced 2.79%	14,408 $376,000
Q2 2021 Jul 14, 2021	BUY	$26.28 - $26.69 $26,280 - $26,690	1,000 Added 7.23%	14,822 $394,000
Q1 2021 Apr 28, 2021	BUY	$26.27 - $27.07 $124,940 - $128,744	4,756 Added 52.46%	13,822 $364,000
Q4 2020 Jan 22, 2021	BUY	$26.72 - $27.1 $242,243 - $245,688	9,066 New	9,066 $246,000

Others Institutions Holding IBDR

# of Institutions

371

Shares Held

88.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Account

Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History