Cypress Capital Management (Delaware)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,400	Closed	-$265K	–	200
2022 Q2	$265K	Hold	5,400	–	–	0.04%	173
2022 Q1	$350K	Hold	5,400	–	–	0.04%	166
2021 Q4	$395K	Hold	5,400	–	–	0.04%	167
2021 Q3	$364K	Hold	5,400	–	–	0.05%	146
2021 Q2	$364K	Hold	5,400	–	–	0.05%	146
2021 Q1	$325K	Hold	5,400	–	–	0.04%	147
2020 Q4	$315K	Hold	5,400	–	–	0.04%	150
2020 Q3	$278K	Hold	5,400	–	–	0.04%	154
2020 Q2	$251K	Buy	+5,400	New	+$227K	0.04%	151
2020 Q1	–	Sell	-5,400	Closed	-$218K	–	162
2019 Q4	$218K	Buy	+5,400	New	+$206K	0.03%	162

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cypress Capital Management (Delaware)'s IGM Position: Q3 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 5,400 shares — an estimated $265K sold.

Cypress Capital Management (Delaware) first reported a position in IGM in Q4 2019 and held it in 10 quarters. The position peaked at $395K in Q4 2021. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 5,400 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $265K.
Cypress Capital Management (Delaware) first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 10 quarters.
Cypress Capital Management (Delaware)'s iShares Expanded Tech Sector ETF position peaked at $395K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q3 2022, filed 4 Nov 2022.