Cypress Wealth Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Hold |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $409K | Buy |
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