A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,313 shares of IBDS stock, worth $270,493. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,313
Previous 11,313 -0.0%
Holding current value
$270,493
Previous $268,000 2.61%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$23.39 - $23.94 $42,710 - $43,714
-1,826 Reduced 13.9%
11,313 $265,000
Q4 2022

Jan 18, 2023

SELL
$22.55 - $23.67 $21,918 - $23,007
-972 Reduced 6.89%
13,139 $0
Q3 2021

Oct 13, 2021

SELL
$26.98 - $27.28 $173,508 - $175,437
-6,431 Reduced 31.31%
14,111 $381,000
Q2 2021

Jul 14, 2021

BUY
$26.65 - $27.15 $102,229 - $104,147
3,836 Added 22.96%
20,542 $556,000
Q1 2021

Apr 28, 2021

BUY
$26.64 - $27.56 $49,816 - $51,537
1,870 Added 12.6%
16,706 $446,000
Q4 2020

Jan 22, 2021

BUY
$27.04 - $27.57 $401,165 - $409,028
14,836 New
14,836 $409,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


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

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, 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 Wealth Services, LLC, based on Form 13F filings with the SEC.

News

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