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
2020
Q4 		– Sell
-15,152
Closed -$397K – 531
2020
Q3 		$397K Buy
+15,152
New +$398K 0.1% 158

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.