Cypress Wealth Services, LLC Ishares Core Total Usd Bond Ma Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
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 141,959 shares of IUSB stock, worth $6.68 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
141,959
Previous 162,959
12.89%
Holding current value
$6.68 Million
Previous $7.53 Million
11.99%
% of portfolio
1.19%
Previous 1.46%
Shares
19 transactions
Others Institutions Holding IUSB
# of Institutions
821Shares Held
694MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.35 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.14 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.82 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.22 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.04 Billion0.43% of portfolio