CWS
IBDR icon

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 0.06% 236
2020
Q3 		– Hold
0
– – – 368

Other funds holding IBDR

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return