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
2020 Q4	–	Sell	-15,238	Closed	-$382K	–	551
2020 Q3	$382K	Buy	+15,238	New	+$382K	0.1%	165

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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.