Cypress Wealth Services, LLC Ishares Core Total Usd Bond Ma Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 184,782 shares of IUSB stock, worth $8.4 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

184,782

Previous 209,091 11.63%

Holding current value

$8.4 Million

Previous $9.85 Million 15.23%

% of portfolio

1.76%

Previous 2.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$45.07 - $47.1 $1.1 Million - $1.14 Million	-24,309 Reduced 11.63%	184,782 $8.35 Million
Q3 2024 Oct 08, 2024	BUY	$44.83 - $47.42 $1 Million - $1.06 Million	22,370 Added 11.98%	209,091 $9.85 Million
Q2 2024 Jul 12, 2024	SELL	$44.3 - $45.58 $727,893 - $748,924	-16,431 Reduced 8.09%	186,721 $8.44 Million
Q1 2024 Apr 15, 2024	BUY	$45.02 - $46.27 $2.14 Million - $2.2 Million	47,549 Added 30.56%	203,152 $9.26 Million
Q4 2023 Jan 10, 2024	SELL	$42.6 - $46.25 $3.11 Million - $3.37 Million	-72,929 Reduced 31.91%	155,603 $7.17 Million
Q3 2023 Oct 13, 2023	SELL	$43.62 - $45.64 $219,932 - $230,116	-5,042 Reduced 2.16%	228,532 $9.99 Million
Q2 2023 Jul 21, 2023	BUY	$45.12 - $46.45 $62,355 - $64,193	1,382 Added 0.6%	233,574 $10.6 Million
Q1 2023 Apr 07, 2023	BUY	$44.68 - $46.69 $2.34 Million - $2.44 Million	52,264 Added 29.05%	232,192 $10.7 Million
Q4 2022 Jan 18, 2023	BUY	$43.31 - $46.11 $920,597 - $980,114	21,256 Added 13.4%	179,928 $0
Q3 2022 Oct 14, 2022	SELL	$44.1 - $48.01 $726,503 - $790,916	-16,474 Reduced 9.41%	158,672 $7.02 Million
Q2 2022 Jul 27, 2022	SELL	$45.73 - $49.5 $926,123 - $1 Million	-20,252 Reduced 10.36%	175,146 $8.2 Million
Q1 2022 Apr 22, 2022	BUY	$49.13 - $52.58 $3.67 Million - $3.92 Million	74,635 Added 61.8%	195,398 $9.7 Million
Q4 2021 Jan 19, 2022	BUY	$52.59 - $53.43 $1.09 Million - $1.11 Million	20,797 Added 20.8%	120,763 $6.39 Million
Q3 2021 Oct 13, 2021	BUY	$53.21 - $53.97 $1.73 Million - $1.75 Million	32,511 Added 48.2%	99,966 $5.32 Million
Q2 2021 Jul 14, 2021	SELL	$52.74 - $53.49 $1.84 Million - $1.87 Million	-34,911 Reduced 34.1%	67,455 $3.61 Million
Q1 2021 Apr 28, 2021	BUY	$52.55 - $54.49 $5.38 Million - $5.58 Million	102,366 New	102,366 $5.4 Million

Others Institutions Holding IUSB

# of Institutions

721

Shares Held

700M

Call Options Held

Put Options Held

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Cypress Wealth Services, LLC Ishares Core Total Usd Bond Ma Transaction History