Cypress Point Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cypress Point Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,000	Closed	-$756K	–	93
2025 Q3	$756K	Hold	30,000	–	–	0.15%	49
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%	+$250K	0.3%	46
2024 Q2	$497K	Hold	20,000	–	–	0.24%	51
2024 Q1	$496K	Buy	+20,000	New	+$495K	0.25%	53

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cypress Point Wealth Management's IBDQ Position: Q4 2025 in Review

Cypress Point Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 30,000 shares — an estimated $756K sold.

Cypress Point Wealth Management first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $756K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Cypress Point Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Cypress Point Wealth Management sold 30,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $756K.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
Cypress Point Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $756K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.