CPWM
Cypress Point Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Hold |
113,000
| – | – | 0.74% | 21 |
|
|
2025
Q1 | $3.02M | Hold |
113,000
| – | – | 0.96% | 20 |
|
|
2024
Q4 | $3.01M | Hold |
113,000
| – | – | 0.94% | 20 |
|
|
2024
Q3 | $3.01M | Hold |
113,000
| – | – | 1.18% | 23 |
|
|
2024
Q2 | $2.99M | Hold |
113,000
| – | – | 1.42% | 16 |
|
|
2024
Q1 | $2.99M | Hold |
113,000
| – | – | 1.53% | 14 |
|
|
2023
Q4 | $3M | Buy |
+113,000
| New | +$3M | 2.23% | 12 |
|