Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 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 $332,699. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,171

Previous 13,171 -0.0%

Holding current value

$332,699

Previous $327,000 1.53%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$24.82 - $25.48 $31,173 - $32,002	-1,256 Reduced 8.71%	13,171 $327,000
Q4 2023 Jan 10, 2024	BUY	$23.63 - $25.1 $79,184 - $84,110	3,351 Added 30.25%	14,427 $361,000
Q2 2023 Jul 21, 2023	SELL	$24.43 - $25.1 $82,915 - $85,189	-3,394 Reduced 23.46%	11,076 $271,000
Q4 2022 Jan 18, 2023	SELL	$23.29 - $24.79 $30,486 - $32,450	-1,309 Reduced 8.3%	14,470 $0
Q2 2021 Jul 14, 2021	BUY	$28.3 - $28.9 $107,172 - $109,444	3,787 Added 31.58%	15,779 $456,000
Q1 2021 Apr 28, 2021	BUY	$28.18 - $29.55 $49,963 - $52,392	1,773 Added 17.35%	11,992 $340,000
Q4 2020 Jan 22, 2021	BUY	$28.93 - $29.6 $295,635 - $302,482	10,219 New	10,219 $302,000

Others Institutions Holding IBDT

# of Institutions

345

Shares Held

83M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

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.

Account

Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History