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 Q4	–	Sell	-33,564	Closed	-$847K	–	544
2020 Q3	$847K	Buy	+33,564	New	+$847K	0.22%	85

Other funds holding IBDL

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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.