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
2026 Q2	$3.06M	Hold	119,536	–	–	0.62%	25
2026 Q1	$3.05M	Hold	119,536	–	–	0.66%	23
2025 Q4	$3.06M	Hold	119,536	–	–	0.67%	20
2025 Q3	$3.06M	Hold	119,536	–	–	0.62%	20
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%	+$23.6K	0.94%	19
2024 Q3	$3.04M	Buy	118,606 +688	+0.6%	+$17.4K	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%	+$5.87K	1.52%	15
2023 Q4	$2.99M	Buy	+117,000	New	+$2.91M	2.22%	14

Other funds holding IBMQ

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cypress Point Wealth Management's IBMQ Position: Q2 2026 in Review

Cypress Point Wealth Management held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 119,536 shares worth $3.06M. The position accounts for 0.62% of the portfolio, ranked #25.

Cypress Point Wealth Management first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Cypress Point Wealth Management held 119,536 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.06M as of Q2 2026.
Cypress Point Wealth Management left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.62% of Cypress Point Wealth Management's portfolio in Q2 2026, its #25 holding.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cypress Point Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.06M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.