CWS
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Cypress Wealth Services’s iShares Government/Credit Bond ETF GBF Stock Holding History

Cypress Wealth Services’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,576
Closed -$377K – 396
2025
Q3 		$377K Hold
3,576
– – 0.06% 209
2025
Q2 		$373K Sell
3,576
-180
-5% -$18.6K 0.07% 200
2025
Q1 		$391K Hold
3,756
– – 0.08% 181
2024
Q4 		$384K Sell
3,756
-245
-6% -$25.5K 0.08% 178
2024
Q3 		$427K Hold
4,001
– – 0.09% 168
2024
Q2 		$411K Sell
4,001
-15
-0.4% -$1.53K 0.09% 164
2024
Q1 		$416K Sell
4,016
-136
-3% -$14.1K 0.1% 163
2023
Q4 		$437K Sell
4,152
-686
-14% -$69.4K 0.11% 153
2023
Q3 		$484K Buy
+4,838
New +$495K 0.13% 137

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