CPWM
Cypress Point Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Hold |
30,000
| – | – | 0.18% | 48 |
|
|
2025
Q1 | $755K | Hold |
30,000
| – | – | 0.24% | 45 |
|
|
2024
Q4 | $752K | Hold |
30,000
| – | – | 0.23% | 46 |
|
|
2024
Q3 | $753K | Buy |
30,000
+10,000
| +50% | +$251K | 0.3% | 46 |
|
|
2024
Q2 | $497K | Hold |
20,000
| – | – | 0.24% | 51 |
|
|
2024
Q1 | $496K | Buy |
+20,000
| New | +$496K | 0.25% | 53 |
|