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
2020
Q4 		– Sell
-9,066
Closed -$243K – 379
2020
Q3 		$243K Buy
+9,066
New +$244K 0.06% 213

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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. 167 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.
  • 167 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.