Cypress Wealth Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-18,452	Closed	-$473K	–	550
2020 Q3	$473K	Buy	+18,452	New	+$473K	0.12%	139

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cypress Wealth Services's IBDN Position: Q4 2022 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,096 shares — an estimated $278K sold.

Cypress Wealth Services first reported a position in IBDN in Q1 2018 and held it in 18 quarters. The position peaked at $474K in Q2 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Cypress Wealth Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Cypress Wealth Services sold 11,096 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $278K.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 18 quarters.
Cypress Wealth Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $474K in Q2 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Cypress Wealth Services's 13F filing for Q4 2022, filed 19 Jan 2023.