Cypress Wealth Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cypress Wealth Services’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Hold	9,399	–	–	0.03%	390
2026 Q1	$228K	Hold	9,399	–	–	0.03%	355
2025 Q4	$228K	Hold	9,399	–	–	0.03%	353
2025 Q3	$228K	Hold	9,399	–	–	0.04%	303
2025 Q2	$228K	Hold	9,399	–	–	0.04%	281
2025 Q1	$228K	Sell	9,399 -1,229	-12%	-$29.7K	0.05%	251
2024 Q4	$256K	Hold	10,628	–	–	0.05%	224
2024 Q3	$258K	Hold	10,628	–	–	0.05%	226
2024 Q2	$253K	Sell	10,628 -295	-3%	-$7K	0.06%	213
2024 Q1	$261K	Hold	10,923	–	–	0.06%	214
2023 Q4	$261K	Hold	10,923	–	–	0.07%	199
2023 Q3	$255K	Hold	10,923	–	–	0.07%	200
2023 Q2	$257K	Sell	10,923 -1,853	-15%	-$43.8K	0.07%	200
2023 Q1	$303K	Sell	12,776 -445	-3%	-$10.5K	0.09%	185
2022 Q4	$309K	Buy	13,221 +1,671	+14%	+$38.8K	0.1%	176
2022 Q3	$266K	Hold	11,550	–	–	0.09%	180
2022 Q2	$275K	Sell	11,550 -2,858	-20%	-$68.7K	0.09%	181
2022 Q1	$355K	Hold	14,408	–	–	0.1%	157
2021 Q4	$376K	Sell	14,408 -414	-3%	-$10.8K	0.1%	146
2021 Q3	$393K	Hold	14,822	–	–	0.12%	139
2021 Q2	$394K	Buy	14,822 +1,000	+7%	+$26.5K	0.11%	165
2021 Q1	$364K	Buy	13,822 +4,756	+52%	+$127K	0.08%	195
2020 Q4	$246K	Buy	+9,066	New	+$244K	0.05%	236

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cypress Wealth Services's IBDR Position: Q2 2026 in Review

Cypress Wealth Services held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 9,399 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #390.

Cypress Wealth Services first reported a position in IBDR in Q4 2020 and has held it in 23 quarters since. The position peaked at $394K in Q2 2021. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Cypress Wealth Services held 9,399 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $228K as of Q2 2026.
Cypress Wealth Services left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #390 holding.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
Cypress Wealth Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $394K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.