Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

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 8,867 shares of IBDS stock, worth $212,808. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,867

Previous 11,313 21.62%

Holding current value

$212,808

Previous $275,000 22.91%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$23.88 - $24.32 $58,410 - $59,486	-2,446 Reduced 21.62%	8,867 $212,000
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

# of Institutions

347

Shares Held

84.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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 2027 Ter Transaction History