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

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

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 14,427 shares of IBDT stock, worth $358,799. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,427
Previous 14,427 -0.0%
Holding current value
$358,799
Previous $357,000 3.08%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email