Cypress Wealth Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Hold	13,171	–	–	0.04%	313
2026 Q1	$334K	Hold	13,171	–	–	0.05%	286
2025 Q4	$335K	Hold	13,171	–	–	0.05%	270
2025 Q3	$336K	Hold	13,171	–	–	0.06%	227
2025 Q2	$335K	Hold	13,171	–	–	0.06%	215
2025 Q1	$333K	Hold	13,171	–	–	0.07%	198
2024 Q4	$328K	Sell	13,171 -1,256	-9%	-$31.5K	0.07%	197
2024 Q3	$368K	Hold	14,427	–	–	0.08%	189
2024 Q2	$357K	Hold	14,427	–	–	0.08%	176
2024 Q1	$359K	Hold	14,427	–	–	0.08%	176
2023 Q4	$362K	Buy	14,427 +3,351	+30%	+$81.4K	0.09%	171
2023 Q3	$266K	Hold	11,076	–	–	0.07%	196
2023 Q2	$272K	Sell	11,076 -3,394	-23%	-$84K	0.07%	194
2023 Q1	$361K	Hold	14,470	–	–	0.11%	162
2022 Q4	$351K	Sell	14,470 -1,309	-8%	-$31.5K	0.11%	160
2022 Q3	$374K	Hold	15,779	–	–	0.13%	139
2022 Q2	$394K	Hold	15,779	–	–	0.13%	141
2022 Q1	$416K	Hold	15,779	–	–	0.11%	141
2021 Q4	$446K	Hold	15,779	–	–	0.12%	132
2021 Q3	$452K	Hold	15,779	–	–	0.14%	126
2021 Q2	$456K	Buy	15,779 +3,787	+32%	+$108K	0.12%	146
2021 Q1	$340K	Buy	11,992 +1,773	+17%	+$51.2K	0.07%	203
2020 Q4	$302K	Buy	+10,219	New	+$299K	0.07%	204

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Cypress Wealth Services held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 13,171 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #313.

Cypress Wealth Services first reported a position in IBDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $456K in Q2 2021. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Cypress Wealth Services held 13,171 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $333K as of Q2 2026.
Cypress Wealth Services left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #313 holding.
Cypress Wealth Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
Cypress Wealth Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $456K in Q2 2021.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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