Cypress Point Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,000	Closed	-$1.02M	–	128
2025 Q4	$1.02M	Buy	+40,000	New	+$1.02M	0.22%	44

Other funds holding IBDT

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Cypress Point Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 40,000 shares — an estimated $1.02M sold.

Cypress Point Wealth Management first reported a position in IBDT in Q4 2025 and held it in 1 quarter. The position peaked at $1.02M in Q4 2025. 423 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Cypress Point Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 40,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $1.02M.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
Cypress Point Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.02M in Q4 2025.
423 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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