Cypress Wealth Services’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,867	Closed	-$270K	–	278
2019 Q2	$270K	Sell	10,867 -387	-3%	-$9.61K	0.08%	203
2019 Q1	$280K	Buy	11,254 +20	+0.2%	+$497	0.09%	189
2018 Q4	$279K	Buy	11,234 +332	+3%	+$8.22K	0.11%	161
2018 Q3	$270K	Buy	10,902 +225	+2%	+$5.58K	0.1%	177
2018 Q2	$265K	Sell	10,677 -288	-3%	-$7.13K	0.1%	175
2018 Q1	$272K	Buy	+10,965	New	+$272K	0.12%	149
2017 Q4	–	Hold	0	–	–	–	154

Other funds holding IBDK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Cypress Wealth Services's IBDK Position: Q3 2019 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 10,867 shares — an estimated $270K sold.

Cypress Wealth Services first reported a position in IBDK in Q1 2018 and held it in 6 quarters. The position peaked at $280K in Q1 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

Cypress Wealth Services reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Cypress Wealth Services sold 10,867 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $270K.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 6 quarters.
Cypress Wealth Services's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $280K in Q1 2019.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.