Cypress Capital Management (Delaware)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,150	Closed	-$330K	–	82
2022 Q3	$330K	Hold	4,150	–	–	0.06%	156
2022 Q2	$348K	Sell	4,150 -1,050	-20%	-$95.7K	0.05%	155
2022 Q1	$525K	Sell	5,200 -150	-3%	-$15K	0.07%	139
2021 Q4	$572K	Hold	5,350	–	–	0.06%	141
2021 Q3	$528K	Hold	5,350	–	–	0.07%	131
2021 Q2	$528K	Sell	5,350 -141	-3%	-$13.6K	0.07%	131
2021 Q1	$503K	Hold	5,491	–	–	0.07%	129
2020 Q4	$473K	Hold	5,491	–	–	0.06%	131
2020 Q3	$415K	Hold	5,491	–	–	0.06%	131
2020 Q2	$381K	Hold	5,491	–	–	0.06%	130
2020 Q1	$314K	Sell	5,491 -950	-15%	-$65.2K	0.06%	128
2019 Q4	$468K	Buy	6,441 +141	+2%	+$9.81K	0.07%	128
2019 Q3	$423K	Hold	6,300	–	–	0.07%	128
2019 Q2	$420K	Hold	6,300	–	–	0.07%	128
2019 Q1	$406K	Buy	6,300 +275	+5%	+$17.1K	0.08%	119
2018 Q4	$342K	Hold	6,025	–	–	0.07%	119
2018 Q3	$401K	Buy	6,025 +1,975	+49%	+$129K	0.07%	116
2018 Q2	$253K	Hold	4,050	–	–	0.05%	139
2018 Q1	$245K	Hold	4,050	–	–	0.05%	132
2017 Q4	$248K	Hold	4,050	–	–	0.05%	134
2017 Q3	$233K	Buy	+4,050	New	+$228K	0.05%	126

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Cypress Capital Management (Delaware)'s ITOT Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 4,150 shares — an estimated $330K sold.

Cypress Capital Management (Delaware) first reported a position in ITOT in Q3 2017 and held it in 21 quarters. The position peaked at $572K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 4,150 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $330K.
Cypress Capital Management (Delaware) first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares Core S&P Total US Stock Market ETF position peaked at $572K in Q4 2021.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.