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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$849K Buy
35,000
+20,000
+133% +$485K 0.21% 44
2025
Q1 		$363K Hold
15,000
– – 0.12% 56
2024
Q4 		$359K Buy
+15,000
New +$359K 0.11% 58