Cypress Point Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35,000	Closed	-$850K	–	127
2025 Q4	$850K	Hold	35,000	–	–	0.19%	50
2025 Q3	$852K	Hold	35,000	–	–	0.17%	45
2025 Q2	$849K	Buy	35,000 +20,000	+133%	+$483K	0.21%	44
2025 Q1	$363K	Hold	15,000	–	–	0.12%	56
2024 Q4	$359K	Buy	+15,000	New	+$361K	0.11%	58

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 35,000 shares — an estimated $850K sold.

Cypress Point Wealth Management first reported a position in IBDS in Q4 2024 and held it in 5 quarters. The position peaked at $852K in Q3 2025. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Cypress Point Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 35,000 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $850K.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 5 quarters.
Cypress Point Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $852K in Q3 2025.
429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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