Black Cypress Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Black Cypress Capital Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$141K	Buy	5,800 +2,500	+76%	+$60.7K	0.1%	24
2025 Q4	$80.1K	Buy	3,300 +1,300	+65%	+$31.6K	0.06%	25
2025 Q3	$48.7K	Buy	+2,000	New	+$48.5K	0.04%	29

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Black Cypress Capital Management's IBDS Position: Q1 2026 in Review

Black Cypress Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 76% in Q1 2026, buying an estimated $60.7K and bringing the position to 5,800 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #24.

Black Cypress Capital Management first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Black Cypress Capital Management held 5,800 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $141K as of Q1 2026.
Black Cypress Capital Management bought 2,500 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $60.7K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Black Cypress Capital Management's portfolio in Q1 2026, its #24 holding.
Black Cypress Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Black Cypress Capital Management's 13F filing for Q1 2026, filed 13 May 2026.