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
2020
Q4 		– Sell
-15,811
Closed -$429K – 378
2020
Q3 		$429K Buy
+15,811
New +$429K 0.11% 148

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.