CWS
IBDL

Cypress Wealth Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Cypress Wealth Services’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,540
Closed -$418K – 531
2020
Q2 		$419K Sell
16,540
-151
-0.9% -$3.82K 0.1% 162
2020
Q1 		$421K Sell
16,691
-185
-1% -$4.66K 0.12% 140
2019
Q4 		$427K Buy
16,876
+30
+0.2% +$760 0.11% 150
2019
Q3 		$427K Sell
16,846
-3,089
-15% -$78.2K 0.12% 145
2019
Q2 		$505K Sell
19,935
-384
-2% -$9.69K 0.15% 129
2019
Q1 		$513K Sell
20,319
-1,274
-6% -$32K 0.16% 120
2018
Q4 		$539K Buy
21,593
+326
+2% +$8.14K 0.21% 103
2018
Q3 		$532K Sell
21,267
-765
-3% -$19.1K 0.19% 115
2018
Q2 		$552K Buy
22,032
+2,417
+12% +$60.5K 0.21% 110
2018
Q1 		$492K Buy
+19,615
New +$494K 0.21% 108
2017
Q4 		– Hold
0
– – – 112

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services's IBDL Position: Q3 2020 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 16,540 shares — an estimated $418K sold.

Cypress Wealth Services first reported a position in IBDL in Q1 2018 and held it in 10 quarters. The position peaked at $552K in Q2 2018. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Cypress Wealth Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 16,540 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $418K.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 10 quarters.
  • Cypress Wealth Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $552K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.