A detailed history of Cypress Wealth Services, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,183 shares of IBDQ stock, worth $205,229. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,183
Previous 8,183 -0.0%
Holding current value
$205,229
Previous $205,000 0.49%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$24.29 - $24.76 $198,765 - $202,611
8,183 New
8,183 $202,000
Q1 2023

Apr 07, 2023

SELL
$24.13 - $24.64 $2,485 - $2,537
-103 Reduced 0.8%
12,767 $313,000
Q4 2021

Jan 19, 2022

SELL
$26.4 - $26.86 $23,416 - $23,824
-887 Reduced 6.45%
12,870 $340,000
Q3 2021

Oct 13, 2021

SELL
$26.83 - $27.09 $172,597 - $174,269
-6,433 Reduced 31.86%
13,757 $369,000
Q2 2021

Jul 14, 2021

BUY
$26.78 - $27.08 $2,570 - $2,599
96 Added 0.48%
20,190 $545,000
Q1 2021

Apr 28, 2021

SELL
$26.73 - $27.32 $41,217 - $42,127
-1,542 Reduced 7.13%
20,094 $539,000
Q4 2020

Jan 22, 2021

BUY
$27.03 - $27.37 $256,785 - $260,015
9,500 Added 78.28%
21,636 $592,000
Q2 2020

Jul 15, 2020

SELL
$24.65 - $26.99 $25,685 - $28,123
-1,042 Reduced 7.91%
12,136 $327,000
Q1 2020

Apr 10, 2020

BUY
$22.67 - $26.73 $34,231 - $40,362
1,510 Added 12.94%
13,178 $329,000
Q4 2019

Jan 14, 2020

SELL
$25.74 - $26.03 $53,230 - $53,830
-2,068 Reduced 15.06%
11,668 $303,000
Q3 2019

Oct 16, 2019

BUY
$25.42 - $26.02 $39,223 - $40,148
1,543 Added 12.65%
13,736 $355,000
Q2 2019

Jul 24, 2019

BUY
$24.71 - $25.61 $15,073 - $15,622
610 Added 5.27%
12,193 $312,000
Q1 2019

Apr 19, 2019

BUY
$23.79 - $24.92 $23 - $24
1 Added 0.01%
11,583 $288,000
Q4 2018

Jan 22, 2019

SELL
$23.51 - $23.86 $76,619 - $77,759
-3,259 Reduced 21.96%
11,582 $273,000
Q3 2018

Oct 19, 2018

BUY
$23.84 - $24.18 $29,823 - $30,249
1,251 Added 9.21%
14,841 $355,000
Q2 2018

Aug 06, 2018

BUY
$23.71 - $24.24 $81,301 - $83,118
3,429 Added 33.75%
13,590 $325,000
Q1 2018

May 01, 2018

SELL
$24.0 - $25.02 $4,416 - $4,603
-184 Reduced 1.78%
10,161 $247,000
Q4 2017

Feb 05, 2018

BUY
$24.87 - $25.23 $257,280 - $261,004
10,345
10,345 $259,000

Others Institutions Holding IBDQ

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

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.