Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 13,171 shares of IBDT stock, worth $334,279. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,171
Previous 13,171
-0.0%
Holding current value
$334,279
Previous $332,000
0.6%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding IBDT
# of Institutions
388Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$198 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.3 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.7 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$77.8 Million1.44% of portfolio