Cypress Point Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-59,000	Closed	-$1.43M	–	126
2025 Q4	$1.43M	Hold	59,000	–	–	0.31%	40
2025 Q3	$1.43M	Hold	59,000	–	–	0.29%	39
2025 Q2	$1.43M	Hold	59,000	–	–	0.35%	36
2025 Q1	$1.43M	Hold	59,000	–	–	0.45%	35
2024 Q4	$1.42M	Buy	59,000 +28,000	+90%	+$675K	0.44%	35
2024 Q3	$753K	Buy	+31,000	New	+$746K	0.3%	45

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cypress Point Wealth Management's IBDR Position: Q1 2026 in Review

Cypress Point Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 59,000 shares — an estimated $1.43M sold.

Cypress Point Wealth Management first reported a position in IBDR in Q3 2024 and held it in 6 quarters. The position peaked at $1.43M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Cypress Point Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 59,000 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.43M.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 6 quarters.
Cypress Point Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.43M in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cypress Point Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.