CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	+$674K	0.44%	35
2024 Q3	$753K	Buy	+31,000	New	+$753K	0.3%	45