CWS
IBDM

Cypress Wealth Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cypress Wealth Services’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,609
Closed -$312K – 245
2021
Q3 		$312K Sell
12,609
-8,556
-40% -$212K 0.09% 164
2021
Q2 		$524K Sell
21,165
-1,275
-6% -$31.6K 0.14% 123
2021
Q1 		$558K Buy
22,440
+516
+2% +$12.8K 0.12% 140
2020
Q4 		$546K Buy
+21,924
New +$548K 0.12% 140
2020
Q3 		– Sell
-15,235
Closed -$382K – 537
2020
Q2 		$383K Sell
15,235
-170
-1% -$4.25K 0.09% 173
2020
Q1 		$380K Buy
15,405
+3
+0% +$74 0.11% 152
2019
Q4 		$384K Sell
15,402
-794
-5% -$19.8K 0.1% 161
2019
Q3 		$405K Buy
16,196
+804
+5% +$20K 0.11% 151
2019
Q2 		$384K Buy
15,392
+313
+2% +$7.75K 0.11% 158
2019
Q1 		$373K Buy
15,079
+3
+0% +$74 0.12% 153
2018
Q4 		$367K Sell
15,076
-2,567
-15% -$62.3K 0.15% 133
2018
Q3 		$430K Buy
17,643
+207
+1% +$5.04K 0.15% 129
2018
Q2 		$425K Buy
17,436
+3,977
+30% +$96.9K 0.16% 126
2018
Q1 		$329K Buy
+13,459
New +$331K 0.14% 132
2017
Q4 		– Hold
0
– – – 136

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cypress Wealth Services's IBDM Position: Q4 2021 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 12,609 shares — an estimated $312K sold.

Cypress Wealth Services first reported a position in IBDM in Q1 2018 and held it in 14 quarters. The position peaked at $558K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Cypress Wealth Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 12,609 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $312K.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 14 quarters.
  • Cypress Wealth Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $558K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.