CWS
IBDQ

Cypress Wealth Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cypress Wealth Services’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,183
Closed -$205K – 289
2024
Q4 		$205K Hold
8,183
– – 0.04% 269
2024
Q3 		$205K Hold
8,183
– – 0.04% 265
2024
Q2 		$203K Hold
8,183
– – 0.05% 244
2024
Q1 		$203K Hold
8,183
– – 0.05% 245
2023
Q4 		$203K Buy
+8,183
New +$200K 0.05% 232
2023
Q2 		– Sell
-12,767
Closed -$313K – 254
2023
Q1 		$313K Sell
12,767
-103
-0.8% -$2.52K 0.09% 180
2022
Q4 		$313K Hold
12,870
– – 0.1% 175
2022
Q3 		$311K Hold
12,870
– – 0.11% 166
2022
Q2 		$318K Hold
12,870
– – 0.1% 164
2022
Q1 		$325K Hold
12,870
– – 0.09% 169
2021
Q4 		$340K Sell
12,870
-887
-6% -$23.6K 0.09% 162
2021
Q3 		$369K Sell
13,757
-6,433
-32% -$174K 0.11% 144
2021
Q2 		$545K Buy
20,190
+96
+0.5% +$2.59K 0.15% 117
2021
Q1 		$539K Sell
20,094
-1,542
-7% -$41.8K 0.11% 144
2020
Q4 		$592K Buy
+21,636
New +$588K 0.13% 122
2020
Q3 		– Sell
-12,136
Closed -$330K – 360
2020
Q2 		$327K Sell
12,136
-1,042
-8% -$27.4K 0.08% 191
2020
Q1 		$329K Buy
13,178
+1,510
+13% +$38.9K 0.1% 170
2019
Q4 		$303K Sell
11,668
-2,068
-15% -$53.5K 0.08% 189
2019
Q3 		$355K Buy
13,736
+1,543
+13% +$39.7K 0.1% 166
2019
Q2 		$312K Buy
12,193
+610
+5% +$15.3K 0.09% 182
2019
Q1 		$288K Buy
11,583
+1
+0% +$24 0.09% 184
2018
Q4 		$273K Sell
11,582
-3,259
-22% -$77K 0.11% 166
2018
Q3 		$355K Buy
14,841
+1,251
+9% +$30K 0.13% 150
2018
Q2 		$325K Buy
13,590
+3,429
+34% +$82.1K 0.12% 158
2018
Q1 		$247K Buy
+10,161
New +$248K 0.11% 156
2017
Q4 		– Hold
0
– – – 162

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Cypress Wealth Services's IBDQ Position: Q1 2025 in Review

Cypress Wealth Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 8,183 shares — an estimated $205K sold.

Cypress Wealth Services first reported a position in IBDQ in Q1 2018 and held it in 25 quarters. The position peaked at $592K in Q4 2020. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Cypress Wealth Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 8,183 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $205K.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and held it in 25 quarters.
  • Cypress Wealth Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $592K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Cypress Wealth Services's 13F filing for Q1 2025, filed 10 Apr 2025.