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CCMD
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
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$501B AUM
22.01%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$9.4B AUM
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1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SW
SVB Wealth
Boston, Massachusetts
$1.52B AUM
21.38%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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