CWS
IBDO

Cypress Wealth Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cypress Wealth Services’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,743
Closed -$272K – 256
2023
Q3 		$272K Hold
10,743
– – 0.08% 193
2023
Q2 		$271K Sell
10,743
-1,096
-9% -$27.6K 0.07% 195
2023
Q1 		$298K Buy
11,839
+626
+6% +$15.7K 0.09% 188
2022
Q4 		$281K Hold
11,213
– – 0.09% 190
2022
Q3 		$279K Sell
11,213
-2,895
-21% -$72.5K 0.09% 175
2022
Q2 		$354K Sell
14,108
-900
-6% -$22.6K 0.11% 153
2022
Q1 		$379K Buy
15,008
+2
+0% +$51 0.1% 151
2021
Q4 		$385K Sell
15,006
-396
-3% -$10.2K 0.11% 145
2021
Q3 		$400K Sell
15,402
-6,662
-30% -$173K 0.12% 137
2021
Q2 		$575K Buy
22,064
+1,600
+8% +$41.8K 0.16% 111
2021
Q1 		$535K Sell
20,464
-748
-4% -$19.6K 0.11% 145
2020
Q4 		$557K Buy
+21,212
New +$556K 0.12% 136
2020
Q3 		– Sell
-15,152
Closed -$398K – 517
2020
Q2 		$397K Sell
15,152
-942
-6% -$24.3K 0.09% 170
2020
Q1 		$402K Buy
16,094
+1,543
+11% +$39.1K 0.12% 146
2019
Q4 		$372K Sell
14,551
-780
-5% -$19.9K 0.09% 165
2019
Q3 		$392K Buy
15,331
+2,304
+18% +$58.7K 0.11% 154
2019
Q2 		$331K Buy
13,027
+607
+5% +$15.2K 0.1% 176
2019
Q1 		$311K Buy
12,420
+1
+0% +$25 0.1% 178
2018
Q4 		$300K Sell
12,419
-3,285
-21% -$79.1K 0.12% 154
2018
Q3 		$382K Buy
15,704
+951
+6% +$23.1K 0.14% 143
2018
Q2 		$358K Buy
14,753
+4,523
+44% +$110K 0.14% 151
2018
Q1 		$250K Buy
+10,230
New +$252K 0.11% 155
2017
Q4 		– Hold
0
– – – 168

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cypress Wealth Services's IBDO Position: Q4 2023 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 10,743 shares — an estimated $272K sold.

Cypress Wealth Services first reported a position in IBDO in Q1 2018 and held it in 22 quarters. The position peaked at $575K in Q2 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cypress Wealth Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 10,743 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $272K.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and held it in 22 quarters.
  • Cypress Wealth Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $575K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.