Cypress Wealth Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | – | Hold |
|