CPWM
Cypress Point Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Hold |
119,718
| – | – | 0.74% | 22 |
|
|
2025
Q1 | $3M | Hold |
119,718
| – | – | 0.95% | 21 |
|
|
2024
Q4 | $2.99M | Buy |
119,718
+970
| +0.8% | +$24.2K | 0.93% | 21 |
|
|
2024
Q3 | $3.03M | Buy |
118,748
+753
| +0.6% | +$19.2K | 1.19% | 22 |
|
|
2024
Q2 | $2.93M | Buy |
117,995
+738
| +0.6% | +$18.3K | 1.39% | 19 |
|
|
2024
Q1 | $2.96M | Buy |
117,257
+257
| +0.2% | +$6.49K | 1.52% | 16 |
|
|
2023
Q4 | $3M | Buy |
+117,000
| New | +$3M | 2.23% | 13 |
|