Cypress Point Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cypress Point Wealth Management’s Portfolio IBMR Stock Details IBMR 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	$3.02M	Hold
2025 Q1	$3M	Hold
2024 Q4	$2.99M	Buy
2024 Q3	$3.03M	Buy
2024 Q2	$2.93M	Buy
2024 Q1	$2.96M	Buy
2023 Q4	$3M	Buy