Cypress Wealth Services’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Cypress Wealth Services’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,590	Closed	-$266K	–	247
2018 Q3	$266K	Buy	10,590 +20	+0.2%	+$502	0.1%	180
2018 Q2	$266K	Sell	10,570 -296	-3%	-$7.43K	0.1%	174
2018 Q1	$273K	Buy	+10,866	New	+$273K	0.12%	148
2017 Q4	–	Hold	0	–	–	–	153

Cypress Wealth Services's IBDH Position: Q4 2018 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 10,590 shares — an estimated $266K sold.

Cypress Wealth Services first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $273K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Cypress Wealth Services reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Services sold 10,590 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $266K.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
Cypress Wealth Services's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $273K in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.