CWS
IBDP

Cypress Wealth Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cypress Wealth Services’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,891
Closed -$214K – 242
2018
Q3 		$214K Buy
8,891
+1
+0% +$24 0.08% 202
2018
Q2 		$214K Buy
+8,890
New +$214K 0.08% 204

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cypress Wealth Services's IBDP Position: Q4 2018 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2018, closing a stake of 8,891 shares — an estimated $214K sold.

Cypress Wealth Services first reported a position in IBDP in Q2 2018 and held it in 2 quarters. The position peaked at $214K in Q3 2018. 71 funds tracked by Wall St. Rank hold IBDP as of Q4 2018.

  • Cypress Wealth Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 8,891 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2018, an estimated $214K.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 2 quarters.
  • Cypress Wealth Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $214K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.