CPWM
Cypress Point Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Hold |
119,536
| – | – | 0.74% | 19 |
|
|
2025
Q1 | $3.02M | Hold |
119,536
| – | – | 0.96% | 19 |
|
|
2024
Q4 | $3.01M | Buy |
119,536
+930
| +0.8% | +$23.4K | 0.94% | 19 |
|
|
2024
Q3 | $3.04M | Buy |
118,606
+688
| +0.6% | +$17.6K | 1.19% | 21 |
|
|
2024
Q2 | $2.95M | Buy |
117,918
+687
| +0.6% | +$17.2K | 1.4% | 17 |
|
|
2024
Q1 | $2.96M | Buy |
117,231
+231
| +0.2% | +$5.84K | 1.52% | 15 |
|
|
2023
Q4 | $2.99M | Buy |
+117,000
| New | +$2.99M | 2.22% | 14 |
|