Cypress Wealth Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Hold	8,867	–	–	0.03%	403
2026 Q1	$215K	Hold	8,867	–	–	0.03%	368
2025 Q4	$215K	Hold	8,867	–	–	0.03%	366
2025 Q3	$216K	Hold	8,867	–	–	0.04%	319
2025 Q2	$215K	Hold	8,867	–	–	0.04%	291
2025 Q1	$214K	Hold	8,867	–	–	0.04%	266
2024 Q4	$212K	Sell	8,867 -2,446	-22%	-$58.9K	0.04%	260
2024 Q3	$276K	Hold	11,313	–	–	0.06%	217
2024 Q2	$268K	Hold	11,313	–	–	0.06%	205
2024 Q1	$269K	Hold	11,313	–	–	0.06%	210
2023 Q4	$271K	Hold	11,313	–	–	0.07%	194
2023 Q3	$262K	Hold	11,313	–	–	0.07%	198
2023 Q2	$266K	Sell	11,313 -1,826	-14%	-$43.2K	0.07%	198
2023 Q1	$313K	Hold	13,139	–	–	0.09%	181
2022 Q4	$307K	Sell	13,139 -972	-7%	-$22.5K	0.1%	177
2022 Q3	$324K	Hold	14,111	–	–	0.11%	156
2022 Q2	$337K	Hold	14,111	–	–	0.11%	158
2022 Q1	$352K	Hold	14,111	–	–	0.1%	159
2021 Q4	$375K	Hold	14,111	–	–	0.1%	147
2021 Q3	$381K	Sell	14,111 -6,431	-31%	-$175K	0.11%	143
2021 Q2	$556K	Buy	20,542 +3,836	+23%	+$103K	0.15%	114
2021 Q1	$446K	Buy	16,706 +1,870	+13%	+$50.9K	0.09%	167
2020 Q4	$409K	Buy	+14,836	New	+$405K	0.09%	171

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Cypress Wealth Services held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 8,867 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #403.

Cypress Wealth Services first reported a position in IBDS in Q4 2020 and has held it in 23 quarters since. The position peaked at $556K in Q2 2021. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cypress Wealth Services held 8,867 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $215K as of Q2 2026.
Cypress Wealth Services left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #403 holding.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
Cypress Wealth Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $556K in Q2 2021.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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