Cypress Point Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 59,000 shares of IBDR stock, worth $1.4 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
59,000
Previous 31,000 90.32%
Holding current value
$1.4 Million
Previous $736,000 90.35%
% of portfolio
0.49%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
N/A
28,000 Added 90.32%
59,000 $1.4 Million
Q3 2024

Nov 01, 2024
BUY
$23.75 - $23.75 $736,250 - $736,250
31,000 New
31,000 $736,000

Others Institutions Holding IBDR

# of Institutions
406
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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