Cypress Point Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.06M	Hold
2025 Q2	$3.04M	Hold
2025 Q1	$3.02M	Hold
2024 Q4	$3.01M	Buy
2024 Q3	$3.04M	Buy
2024 Q2	$2.95M	Buy
2024 Q1	$2.96M	Buy
2023 Q4	$2.99M	Buy